Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,051,658
+$61,873 QoQ
Shares Held
7,687
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#824
of 1,965 holders
Holding Since
Mar 2020
26 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, 2026SMITH, MOORE & CO. holds $11,148,048 across 12 Utilities - Regulated Electric names. AEP ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
16,371 | $2,072,241 | |
| 2 | AEE |
Ameren Corp
|
16,709 | $1,888,785 | |
| 3 | SO |
Southern Co
|
17,667 | $1,690,908 | |
| 4 | AEP |
American Electric Power Co Inc
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|
7,687 | $1,051,658 | |
| 5 | NEE |
Nextera Energy Inc
|
10,367 | $909,911 | |
| 6 | ETR |
Entergy Corp /De/
|
7,083 | $813,553 | |
| 7 | EVRG |
Evergy, Inc.
|
8,774 | $758,336 | |
| 8 | D |
Dominion Energy, Inc
|
9,875 | $674,363 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,051,658 | 7,687 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $989,785 | 7,551 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $856,061 | 7,424 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $879,187 | 7,815 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $791,896 | 7,632 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $833,074 | 7,624 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $730,922 | 7,925 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $827,571 | 8,066 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $707,008 | 8,058 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $716,007 | 8,316 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $665,435 | 8,193 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $573,176 | 7,620 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $640,593 | 7,608 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $688,703 | 7,569 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $702,345 | 7,397 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $657,279 | 7,603 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $788,722 | 8,221 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $724,330 | 7,260 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $474,921 | 5,338 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $464,999 | 5,728 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $473,704 | 5,600 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $376,237 | 4,442 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $425,759 | 5,113 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $458,260 | 5,607 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $427,348 | 5,366 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $428,452 | 5,357 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||