Position in AEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$55,955
+$2,475 QoQ
Shares Held
409
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,755
of 1,968 holders
Holding Since
Dec 2023
11 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, 2026BIRCHBROOK, INC. holds $305,837 across 8 Utilities - Regulated Electric names. AEP ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
900 | $99,567 | |
| 2 | SO |
Southern Co
|
632 | $60,488 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
409 | $55,955 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
466 | $37,820 | |
| 5 | AEE |
Ameren Corp
|
179 | $20,234 | |
| 6 | LNT |
Alliant Energy Corp
|
230 | $17,546 | |
| 7 | EXC |
Exelon Corp
|
210 | $9,790 | |
| 8 | CMS |
Cms Energy Corp
|
58 | $4,437 |
All Filings in AEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,955 | 409 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $53,480 | 408 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $47,046 | 408 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $45,900 | 408 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $42,230 | 407 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $44,472 | 407 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $70,648 | 766 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $41,655 | 406 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $29,656 | 338 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $29,101 | 338 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $27,371 | 337 | Shares | Sole | 2025-06-10 | |
| No filing history on record for this holder in this stock. | ||||||