Bleakley Financial Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 1936953
PARSIPPANY, NJ
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,898,537
+$943,863 QoQ
Shares Held
28,496
+26.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#493
of 1,972 holders
Holding Since
Dec 2022
15 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, 2026Bleakley Financial Group, LLC holds $56,216,425 across 24 Utilities - Regulated Electric names. AEP ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
66,546 | $5,400,873 | |
| 2 | NEE |
Nextera Energy Inc
|
53,621 | $4,706,315 | |
| 3 | DUK |
Duke Energy CORP
|
32,329 | $4,092,204 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
28,496 | $3,898,537 | |
| 5 | SO |
Southern Co
|
35,377 | $3,385,932 | |
| 6 | PCG |
PG&E Corp
|
188,624 | $3,172,655 | |
| 7 | ED |
Consolidated Edison Inc
|
26,487 | $2,930,256 | |
| 8 | D |
Dominion Energy, Inc
|
41,434 | $2,829,527 |
All Filings in AEP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,898,537 | 28,496 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,954,674 | 22,541 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,915,267 | 25,282 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,571,525 | 22,858 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,325,780 | 22,415 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,290,408 | 20,961 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,708,929 | 18,529 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,800,835 | 17,552 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,569,931 | 17,893 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,575,027 | 18,293 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,392,516 | 17,145 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,384,950 | 18,412 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,827,055 | 21,699 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,750,738 | 19,241 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,540,373 | 16,223 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||