Davis Investment Partners, LLC
Position in AEP — American Electric Power Co Inc
CIK 1963865
CHARLOTTE, NC
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$585,546
+$13,776 QoQ
Shares Held
4,280
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,044
of 1,972 holders
Holding Since
Mar 2025
6 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, 2026Davis Investment Partners, LLC holds $4,731,667 across 6 Utilities - Regulated Electric names. AEP ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
18,953 | $2,399,070 | |
| 2 | ETR |
Entergy Corp /De/
|
5,994 | $688,470 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
4,280 | $585,546 | |
| 4 | ED |
Consolidated Edison Inc
|
5,145 | $569,191 | |
| 5 | SO |
Southern Co
|
2,923 | $279,760 | |
| 6 | CNP |
Centerpoint Energy Inc
|
4,760 | $209,630 |
All Filings in AEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,546 | 4,280 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $571,770 | 4,362 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $526,274 | 4,564 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $518,400 | 4,608 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $542,249 | 5,226 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $549,300 | 5,027 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||