Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$739,594
+$33,598 QoQ
Shares Held
5,406
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#961
of 1,972 holders
Holding Since
Jun 2025
5 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, 2026REXFORD CAPITAL INC holds $1,933,319 across 7 Utilities - Regulated Electric names. AEP ranks #1 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
5,406 | $739,594 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,086 | $360,352 | |
| 3 | DUK |
Duke Energy CORP
|
2,770 | $350,626 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
3,663 | $297,289 | |
| 5 | NEE |
Nextera Energy Inc
|
1,583 | $138,939 | |
| 6 | CNP |
Centerpoint Energy Inc
|
916 | $40,340 | |
| 7 | EIX |
Edison International
|
83 | $6,179 |
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,594 | 5,406 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $705,996 | 5,386 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $593,039 | 5,143 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $567,337 | 5,043 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $511,536 | 4,930 | Shares | Sole | 2025-08-18 | |
| No filing history on record for this holder in this stock. | ||||||