Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,183,157
+$237,135 QoQ
Shares Held
23,267
+3.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#531
of 1,968 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fiduciary Trust Co holds $39,330,557 across 16 Utilities - Regulated Electric names. AEP ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
293,950 | $25,799,991 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
23,267 | $3,183,157 | |
| 3 | ETR |
Entergy Corp /De/
|
22,297 | $2,561,032 | |
| 4 | SO |
Southern Co
|
12,781 | $1,223,268 | |
| 5 | CMS |
Cms Energy Corp
|
13,996 | $1,070,693 | |
| 6 | LNT |
Alliant Energy Corp
|
13,569 | $1,035,178 | |
| 7 | DUK |
Duke Energy CORP
|
7,727 | $978,082 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
5,802 | $677,498 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,183,157 | 23,267 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,946,022 | 22,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,549,849 | 22,113 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,630,812 | 23,385 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,551,872 | 24,594 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,450,090 | 31,574 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,764,551 | 40,817 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,119,081 | 40,147 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,420,806 | 38,988 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,328,883 | 38,663 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,148,411 | 38,764 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,881,377 | 38,306 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,608,221 | 42,853 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,893,987 | 53,786 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,202,405 | 54,791 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,714,896 | 54,539 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,612,873 | 58,504 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,123,981 | 61,381 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $5,668,367 | 63,711 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,314,286 | 65,463 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,666,260 | 66,985 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,917,649 | 69,866 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $7,372,641 | 88,539 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $6,985,708 | 85,473 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,995,019 | 87,833 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,241,229 | 90,538 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||