Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88,242
+$56,128 QoQ
Shares Held
645
+163.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,712
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026Glen Eagle Advisors, LLC holds $11,773,918 across 18 Utilities - Regulated Electric names. AEP ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
75,743 | $6,647,963 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
19,954 | $1,619,466 | |
| 3 | SO |
Southern Co
|
13,525 | $1,294,477 | |
| 4 | DUK |
Duke Energy CORP
|
7,052 | $892,642 | |
| 5 | EXC |
Exelon Corp
|
7,473 | $348,391 | |
| 6 | PPL |
PPL Corp
|
5,922 | $215,264 | |
| 7 | ED |
Consolidated Edison Inc
|
1,729 | $191,279 | |
| 8 | ETR |
Entergy Corp /De/
|
1,306 | $150,007 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,242 | 645 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,114 | 245 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,135 | 244 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,450 | 244 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,714 | 190 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,761 | 190 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,523 | 190 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $19,494 | 190 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $16,670 | 190 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,359 | 190 | Shares | Sole | 2024-07-03 | |
| 2023-12-31 | $15,431 | 190 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $15,344 | 204 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $15,998 | 190 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $17,288 | 190 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $18,040 | 190 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $16,425 | 190 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $18,228 | 190 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $18,956 | 190 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $16,904 | 190 | Shares | Sole | 2024-08-13 | |
| 2021-09-30 | $15,424 | 190 | Shares | Sole | 2024-08-13 | |
| 2021-06-30 | $16,072 | 190 | Shares | Sole | 2024-08-13 | |
| 2021-03-31 | $17,448 | 206 | Shares | Sole | 2024-08-13 | |
| 2020-12-31 | $17,153 | 206 | Shares | Sole | 2024-08-13 | |
| 2020-09-30 | $16,836 | 206 | Shares | Sole | 2024-08-13 | |
| 2020-06-30 | $1,274 | 16 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $1,279 | 16 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||