Position in AEP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$210,927,506
-$66,598,174 QoQ
Shares Held
1,609,151
-33.1% QoQ
Ownership
0.296%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 50.51685672560047.ToString("F0")%
Shared 0.0009321691576298046.ToString("F0")%
None 49.482211105241895.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $27,489,271,617 across 42 Utilities - Regulated Electric names. AEP ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
111,988,240 | $10,401,467,722 | |
| 2 | SO |
Southern Co
|
43,337,750 | $4,182,959,620 | |
| 3 | ETR |
Entergy Corp /De/
|
27,432,884 | $3,082,358,839 | |
| 4 | XEL |
Xcel Energy Inc
|
28,698,967 | $2,279,845,930 | |
| 5 | D |
Dominion Energy, Inc
|
22,379,238 | $1,383,484,483 | |
| 6 | CMS |
Cms Energy Corp
|
15,839,684 | $1,228,842,674 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,526,693 | $639,825,241 | |
| 8 | DUK |
Duke Energy CORP
|
4,036,727 | $528,569,023 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,927,506 | 1,609,151 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $277,525,680 | 2,406,779 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $313,891,984 | 2,790,151 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $280,659,379 | 2,704,890 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $285,184,967 | 2,609,911 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $243,301,900 | 2,637,991 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $315,498,276 | 3,075,032 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $204,958,530 | 2,335,976 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $255,965,564 | 2,972,887 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $186,151,684 | 2,291,944 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $190,432,361 | 2,531,672 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $169,163,184 | 2,009,064 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $246,692,445 | 2,711,204 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $187,178,918 | 1,971,342 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $160,390,765 | 1,855,301 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $216,868,333 | 2,260,458 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $291,419,185 | 2,920,910 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $211,925,021 | 2,381,983 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $223,331,937 | 2,751,071 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $215,494,964 | 2,547,523 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $318,391,614 | 3,759,051 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $253,693,124 | 3,046,633 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $251,636,038 | 3,078,870 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $267,237,271 | 3,355,566 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $379,588,673 | 4,746,045 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||