Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,637,093
+$135,292 QoQ
Shares Held
26,585
-0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#512
of 1,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 20261ST SOURCE BANK holds $9,882,091 across 7 Utilities - Regulated Electric names. AEP ranks #1 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
26,585 | $3,637,093 | |
| 2 | NEE |
Nextera Energy Inc
|
34,052 | $2,988,743 | |
| 3 | DUK |
Duke Energy CORP
|
11,756 | $1,488,074 | |
| 4 | SO |
Southern Co
|
6,882 | $658,675 | |
| 5 | D |
Dominion Energy, Inc
|
6,947 | $474,410 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,206 | $374,364 | |
| 7 | ETR |
Entergy Corp /De/
|
2,270 | $260,732 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,637,093 | 26,585 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $3,501,801 | 26,715 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,004,862 | 26,059 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,989,800 | 26,576 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,789,172 | 26,881 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $2,889,425 | 26,443 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $2,477,205 | 26,859 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $2,771,431 | 27,012 | Shares | Defined | 2024-12-11 | |
| 2024-06-30 | $2,363,012 | 26,932 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,325,990 | 27,015 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,296,332 | 28,273 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,053,881 | 27,305 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,322,488 | 27,583 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,520,968 | 27,706 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,667,524 | 28,094 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,317,896 | 26,812 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,574,165 | 26,831 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,697,281 | 27,035 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,346,138 | 26,370 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,180,494 | 26,860 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,257,198 | 26,684 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,231,844 | 26,350 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,351,378 | 28,238 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,476,908 | 30,306 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,383,943 | 29,934 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,427,952 | 30,357 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||