SmartHarvest Portfolios, LLC
Position in AEP — American Electric Power Co Inc
CIK 2066604
SEATTLE, WA
Position in AEP
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$226,113
-$25,608 QoQ
Shares Held
1,725
-21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026SmartHarvest Portfolios, LLC holds $2,076,394 across 8 Utilities - Regulated Electric names. AEP ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,546 | $515,112 | |
| 2 | DUK |
Duke Energy CORP
|
3,655 | $478,585 | |
| 3 | SO |
Southern Co
|
4,036 | $389,554 | |
| 4 | XEL |
Xcel Energy Inc
|
3,177 | $252,380 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
1,725 | $226,113 | |
| 6 | ELPC |
Energy Co Of Parana
|
10,973 | $131,017 | |
| 7 | ENIC |
Enel Chile S.A.
|
11,010 | $43,379 | |
| 8 | CIG |
Energy Co Of Minas Gerais
|
16,843 | $40,254 |
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,113 | 1,725 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $251,721 | 2,183 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||