DIMENSIONAL FUND ADVISORS LP

Position in AEP — American Electric Power Co Inc

CIK 354204 AUSTIN, TX

Position in AEP

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$235,093,289

+$31,738,802 QoQ

Shares Held

1,793,510

+1.7% QoQ

Ownership

0.330%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 75.50161415325256.ToString("F0")% Shared 13.768086043568198.ToString("F0")% None 10.730299803179241.ToString("F0")%

Utilities · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. AEP ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,829,027	$448,520,026
2	DUK	Duke Energy CORP	2,092,284	$273,963,665
3	SO	Southern Co	2,655,044	$256,264,844
4	AEP	American Electric Power Co Inc This page	1,793,510	$235,093,289
5	ETR	Entergy Corp /De/	1,841,587	$206,920,712
6	EXC	Exelon Corp	3,765,827	$184,600,837
7	ED	Consolidated Edison Inc	1,447,524	$163,830,764
8	XEL	Xcel Energy Inc	2,052,030	$163,013,262

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$235,093,289	1,793,510	+1.7%	Shares	Sole	2026-05-07
2025-12-31	$203,354,487	1,763,546	+2.9%	Shares	Sole	2026-02-12
2025-09-30	$192,738,824	1,713,234	+2.3%	Shares	Sole	2025-11-12
2025-06-30	$173,743,627	1,674,476	+0.9%	Shares	Sole	2025-08-12
2025-03-31	$181,392,131	1,660,036	+2.7%	Shares	Sole	2025-05-13
2024-12-31	$149,037,222	1,615,930	+6.0%	Shares	Sole	2025-02-13
2024-09-30	$156,432,782	1,524,686	+4.4%	Shares	Sole	2024-11-07
2024-06-30	$128,087,061	1,459,848	+10.7%	Shares	Sole	2024-08-09
2024-03-31	$113,504,939	1,318,292	+18.2%	Shares	Sole	2024-05-10
2023-12-31	$90,554,532	1,114,929	+5.9%	Shares	Sole	2024-02-07
2023-09-30	$79,190,710	1,052,788	+8.0%	Shares	Sole	2023-11-09
2023-06-30	$82,065,697	974,652	+5.0%	Shares	Sole	2023-08-09
2023-03-31	$84,432,894	927,936	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$88,504,697	932,119	-3.4%	Shares	Sole	2023-02-09
2022-09-30	$83,385,518	964,552	+0.1%	Shares	Sole	2022-11-10
2022-06-30	$92,478,291	963,918	+2.2%	Shares	Sole	2022-08-12
2022-03-31	$94,104,859	943,218	-0.9%	Shares	Defined	2022-05-13
2021-12-31	$84,686,094	951,850	+2.4%	Shares	Defined	2022-02-09
2021-09-30	$75,426,042	929,121	-0.8%	Shares	Defined	2021-11-12
2021-06-30	$79,195,188	936,224	+1.9%	Shares	Defined	2021-08-12
2021-03-31	$77,791,275	918,433	-1.6%	Shares	Defined	2021-05-14
2020-12-31	$77,759,441	933,823	+0.2%	Shares	Defined	2021-03-08
2020-09-30	$76,150,865	931,737	+0.7%	Shares	Defined	2020-11-12
2020-06-30	$73,670,583	925,045	+1.0%	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.