Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$253,839,734
+$18,746,445 QoQ
Shares Held
1,855,418
+3.5% QoQ
Ownership
0.341%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#45
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 13%
None 11%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. AEP ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,839,734 | 1,855,418 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $235,093,289 | 1,793,510 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $203,354,487 | 1,763,546 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $192,738,824 | 1,713,234 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $173,743,627 | 1,674,476 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $181,392,131 | 1,660,036 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $149,037,222 | 1,615,930 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $156,432,782 | 1,524,686 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $128,087,061 | 1,459,848 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $113,504,939 | 1,318,292 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $90,554,532 | 1,114,929 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $79,190,710 | 1,052,788 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $82,065,697 | 974,652 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $84,432,894 | 927,936 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $88,504,697 | 932,119 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $83,385,518 | 964,552 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $92,478,291 | 963,918 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $94,104,859 | 943,218 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $84,686,094 | 951,850 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $75,426,042 | 929,121 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $79,195,188 | 936,224 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $77,791,275 | 918,433 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $77,759,441 | 933,823 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $76,150,865 | 931,737 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $73,670,583 | 925,045 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $73,239,925 | 915,728 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||