Harbour Trust & Investment Management Co
Position in AEP — American Electric Power Co Inc
CIK 2003557
MICHIGAN CITY, IN
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$409,882
-$61,481 QoQ
Shares Held
2,996
-16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,220
of 1,972 holders
Holding Since
Dec 2023
11 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, 2026Harbour Trust & Investment Management Co holds $17,360,456 across 6 Utilities - Regulated Electric names. AEP ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
149,795 | $13,147,506 | |
| 2 | SO |
Southern Co
|
23,258 | $2,226,023 | |
| 3 | DUK |
Duke Energy CORP
|
8,100 | $1,025,297 | |
| 4 | AEP |
American Electric Power Co Inc
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|
2,996 | $409,882 | |
| 5 | ED |
Consolidated Edison Inc
|
3,096 | $342,510 | |
| 6 | OGE |
Oge Energy Corp.
|
4,300 | $209,238 |
All Filings in AEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,882 | 2,996 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $471,363 | 3,596 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $414,654 | 3,596 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $404,550 | 3,596 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $393,872 | 3,796 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $414,788 | 3,796 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $330,367 | 3,582 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $367,513 | 3,582 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $373,508 | 4,257 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $375,998 | 4,367 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $445,491 | 5,485 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||