Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,502,824
+$219,001 QoQ
Shares Held
32,913
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#461
of 1,968 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, 2026Ascent Group, LLC holds $40,870,391 across 22 Utilities - Regulated Electric names. AEP ranks #1 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
32,913 | $4,502,824 | |
| 2 | D |
Dominion Energy, Inc
|
45,689 | $3,120,098 | |
| 3 | EIX |
Edison International
|
39,859 | $2,967,500 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
24,497 | $2,860,511 | |
| 5 | NEE |
Nextera Energy Inc
|
30,432 | $2,671,013 | |
| 6 | EXC |
Exelon Corp
|
54,024 | $2,518,597 | |
| 7 | FE |
Firstenergy Corp
|
49,162 | $2,337,159 | |
| 8 | PPL |
PPL Corp
|
60,603 | $2,202,917 |
All Filings in AEP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,502,824 | 32,913 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $4,283,823 | 32,681 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,526,062 | 30,579 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $3,578,511 | 31,809 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,235,545 | 31,183 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $3,349,669 | 30,655 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $2,572,201 | 27,889 | Shares | Other | 2025-02-21 | |
| 2024-09-30 | $2,850,946 | 27,787 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,530,684 | 28,843 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,872,382 | 33,361 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,736,301 | 33,690 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,835,794 | 37,700 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,256,435 | 38,675 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,411,306 | 37,491 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,809,204 | 40,118 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $3,413,910 | 39,490 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,490,297 | 36,380 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,597,805 | 36,061 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,220,802 | 36,201 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||