Duncan Williams Asset Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 2011771
MEMPHIS, TN
Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$222,042
+$10,873 QoQ
Shares Held
1,623
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,562
of 1,968 holders
Holding Since
Mar 2026
2 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, 2026Duncan Williams Asset Management, LLC holds $849,119 across 2 Utilities - Regulated Electric names. AEP ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
4,954 | $627,077 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
1,623 | $222,042 |
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,042 | 1,623 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $211,169 | 1,611 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||