Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,619
+$1,672 QoQ
Shares Held
63
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,897
of 1,972 holders
Holding Since
Dec 2024
7 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, 2026Millstone Evans Group, LLC holds $817,524 across 20 Utilities - Regulated Electric names. AEP ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,124 | $186,423 | |
| 2 | XEL |
Xcel Energy Inc
|
2,057 | $165,177 | |
| 3 | SO |
Southern Co
|
1,397 | $133,706 | |
| 4 | PPL |
PPL Corp
|
2,306 | $83,823 | |
| 5 | D |
Dominion Energy, Inc
|
1,142 | $77,987 | |
| 6 | DUK |
Duke Energy CORP
|
341 | $43,163 | |
| 7 | EXC |
Exelon Corp
|
750 | $34,965 | |
| 8 | NGG |
National Grid PLC
|
250 | $20,717 |
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,619 | 63 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,947 | 53 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,111 | 53 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,962 | 53 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $15,875 | 153 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,549 | 124 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,436 | 124 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||