MARSHALL INVESTMENT MANAGEMENT, LLC
Position in AEP — American Electric Power Co Inc
CIK 2022427
LITTLETON, CO
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,521
+$859 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,840
of 1,972 holders
Holding Since
Mar 2025
3 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, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $4,223,638 across 13 Utilities - Regulated Electric names. AEP ranks #3 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
28,395 | $3,594,239 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,784 | $558,627 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
150 | $20,521 | |
| 4 | EIX |
Edison International
|
167 | $12,433 | |
| 5 | CMS |
Cms Energy Corp
|
141 | $10,786 | |
| 6 | NEE |
Nextera Energy Inc
|
106 | $9,303 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
100 | $8,116 | |
| 8 | LNT |
Alliant Energy Corp
|
50 | $3,814 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,521 | 150 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,662 | 150 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $16,390 | 150 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||