Position in AEP
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$356,537
+$44,278 QoQ
Shares Held
2,720
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Claris Financial LLC holds $4,419,160 across 8 Utilities - Regulated Electric names. AEP ranks #7 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
15,742 | $973,170 | |
| 2 | DUK |
Duke Energy CORP
|
6,613 | $865,906 | |
| 3 | NEE |
Nextera Energy Inc
|
6,806 | $632,141 | |
| 4 | SO |
Southern Co
|
4,644 | $448,238 | |
| 5 | ED |
Consolidated Edison Inc
|
3,846 | $435,290 | |
| 6 | DTE |
Dte Energy Co
|
2,884 | $421,698 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
2,720 | $356,537 | |
| 8 | ETR |
Entergy Corp /De/
|
2,547 | $286,180 |
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $356,537 | 2,720 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $312,259 | 2,708 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $255,825 | 2,274 | Shares | Sole | 2026-04-07 | |
| 2025-06-30 | $234,497 | 2,260 | Shares | Sole | 2025-08-26 | |
| No filing history on record for this holder in this stock. | ||||||