Joseph Group Capital Management
Position in AEP — American Electric Power Co Inc
CIK 1910383
COLUMBUS, OH
Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,351,323
+$368,317 QoQ
Shares Held
39,115
+2.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#426
of 1,972 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Joseph Group Capital Management holds $5,692,564 across 18 Utilities - Regulated Electric names. AEP ranks #1 (94.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
39,115 | $5,351,323 | |
| 2 | SO |
Southern Co
|
599 | $57,330 | |
| 3 | NEE |
Nextera Energy Inc
|
622 | $54,592 | |
| 4 | DUK |
Duke Energy CORP
|
257 | $32,531 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
213 | $24,872 | |
| 6 | D |
Dominion Energy, Inc
|
316 | $21,579 | |
| 7 | ETR |
Entergy Corp /De/
|
181 | $20,789 | |
| 8 | XEL |
Xcel Energy Inc
|
226 | $18,147 |
All Filings in AEP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,351,323 | 39,115 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,983,006 | 38,015 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,228,878 | 36,674 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,367,475 | 38,822 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,482,185 | 33,560 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,366,280 | 30,807 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,967,315 | 32,173 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,539,965 | 24,756 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,132,345 | 24,303 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,888,173 | 21,930 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,454,000 | 17,902 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,315,673 | 17,491 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,292,975 | 15,356 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,247,927 | 13,715 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,008,843 | 10,625 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $744,680 | 8,614 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $757,926 | 7,900 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $757,054 | 7,588 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $666,296 | 7,489 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||