Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,075,270
+$71,451 QoQ
Shares Held
15,169
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#627
of 1,968 holders
Holding Since
Mar 2024
10 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, 2026EQUITABLE TRUST CO holds $28,318,559 across 11 Utilities - Regulated Electric names. AEP ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
66,089 | $5,476,794 | |
| 2 | ETR |
Entergy Corp /De/
|
41,666 | $4,785,756 | |
| 3 | NEE |
Nextera Energy Inc
|
53,740 | $4,716,759 | |
| 4 | DUK |
Duke Energy CORP
|
27,190 | $3,441,710 | |
| 5 | SO |
Southern Co
|
27,472 | $2,629,344 | |
| 6 | AEP |
American Electric Power Co Inc
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|
15,169 | $2,075,270 | |
| 7 | EIX |
Edison International
|
19,059 | $1,418,942 | |
| 8 | XEL |
Xcel Energy Inc
|
15,842 | $1,272,112 |
All Filings in AEP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,075,270 | 15,169 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,003,819 | 15,287 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,763,665 | 15,295 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,732,387 | 15,399 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,566,671 | 15,099 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,665,711 | 15,244 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,430,025 | 15,505 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,595,943 | 15,555 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,184,928 | 13,505 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,152,534 | 13,386 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||