Lummis Asset Management, LP

Position in AEP — American Electric Power Co Inc

CIK 2011652 FORT WORTH, TX

Position in AEP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,052

New position

Shares Held

15

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,939

of 1,965 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Lummis Asset Management, LP holds $218,848 across 4 Utilities - Regulated Electric names. AEP ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	1,899	$152,489
2	DUK	Duke Energy CORP	500	$63,290
3	AEP	American Electric Power Co Inc This page	15	$2,052
4	AEE	Ameren Corp	9	$1,017

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,052	15	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.