Colonial Trust Co / SC
BankPosition in AEP — American Electric Power Co Inc
CIK 1954093
SPARTANBURG, SC
Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$279,366
+$7,113 QoQ
Shares Held
2,042
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,423
of 1,972 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Colonial Trust Co / SC holds $15,721,516 across 24 Utilities - Regulated Electric names. AEP ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
57,913 | $7,330,627 | |
| 2 | NEE |
Nextera Energy Inc
|
49,118 | $4,311,086 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
21,044 | $2,457,307 | |
| 4 | SO |
Southern Co
|
3,558 | $340,536 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
2,042 | $279,366 | |
| 6 | D |
Dominion Energy, Inc
|
3,538 | $241,610 | |
| 7 | XEL |
Xcel Energy Inc
|
2,745 | $220,423 | |
| 8 | CMS |
Cms Energy Corp
|
2,022 | $154,683 |
All Filings in AEP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,366 | 2,042 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $272,253 | 2,077 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $259,908 | 2,254 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $397,012 | 3,529 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $375,611 | 3,620 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $395,557 | 3,620 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,536,644 | 16,661 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,523,712 | 14,851 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,155,097 | 13,165 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,146,507 | 13,316 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $926,314 | 11,405 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $803,951 | 10,688 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $712,753 | 8,465 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $706,537 | 7,765 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $662,561 | 6,978 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $238,429 | 2,758 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||