Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$268,284
+$33,520 QoQ
Shares Held
1,961
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,445
of 1,965 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $24,039,033 across 7 Utilities - Regulated Electric names. AEP ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
147,029 | $12,904,734 | |
| 2 | ETR |
Entergy Corp /De/
|
69,433 | $7,975,073 | |
| 3 | CMS |
Cms Energy Corp
|
21,949 | $1,679,098 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
8,527 | $692,051 | |
| 5 | SO |
Southern Co
|
3,258 | $311,823 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
1,961 | $268,284 | |
| 7 | DUK |
Duke Energy CORP
|
1,643 | $207,970 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,284 | 1,961 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $234,764 | 1,791 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $201,446 | 1,747 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||