Position in AEP
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$8,782
+$1,057 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 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 Mar 31, 2026Red Tortoise LLC holds $177,288 across 13 Utilities - Regulated Electric names. AEP ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
554 | $62,700 | |
| 2 | EVRG |
Evergy, Inc.
|
312 | $25,559 | |
| 3 | NEE |
Nextera Energy Inc
|
158 | $14,675 | |
| 4 | DUK |
Duke Energy CORP
|
109 | $14,272 | |
| 5 | ES |
Eversource Energy
|
181 | $12,539 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
102 | $10,276 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
67 | $8,782 | |
| 8 | ETR |
Entergy Corp /De/
|
74 | $8,314 |
All Filings in AEP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,782 | 67 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $7,725 | 67 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $7,537 | 67 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $6,951 | 67 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $7,321 | 67 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $2,029 | 22 | Shares | Other | 2025-01-24 | |
| 2023-06-30 | $9,767 | 116 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $10,554 | 116 | Shares | Other | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||