Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$121,487
+$18,721 QoQ
Shares Held
888
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,673
of 1,968 holders
Holding Since
Mar 2020
26 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, 2026LOOMIS SAYLES & CO L P holds $10,026,237 across 8 Utilities - Regulated Electric names. AEP ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,360 | $7,387,208 | |
| 2 | PCG |
PG&E Corp
|
120,184 | $2,021,494 | |
| 3 | NEE |
Nextera Energy Inc
|
2,615 | $229,518 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
888 | $121,487 | |
| 5 | XEL |
Xcel Energy Inc
|
1,314 | $105,514 | |
| 6 | LNT |
Alliant Energy Corp
|
953 | $72,704 | |
| 7 | SO |
Southern Co
|
473 | $45,270 | |
| 8 | EVRG |
Evergy, Inc.
|
498 | $43,042 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,487 | 888 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $102,766 | 784 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $89,941 | 780 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $84,262 | 749 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $97,638 | 941 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $216,573 | 1,982 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $142,772 | 1,548 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $86,389 | 842 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $67,910 | 774 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $17,478 | 203 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $34,193 | 421 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $69,804 | 928 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $63,065 | 749 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $66,149 | 727 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $124,004 | 1,306 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $78,237 | 905 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,859 | 207 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $21,949 | 220 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,427 | 342 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $50,737 | 625 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $32,567 | 385 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $31,254 | 369 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $32,891 | 395 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $35,062 | 429 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,538 | 170 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,396 | 180 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||