Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,477,821
+$1,232,059 QoQ
Shares Held
208,156
+0.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#194
of 1,972 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, 2026US BANCORP \DE\ holds $538,294,445 across 39 Utilities - Regulated Electric names. AEP ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,840,822 | $249,338,944 | |
| 2 | DUK |
Duke Energy CORP
|
342,686 | $43,377,192 | |
| 3 | SO |
Southern Co
|
413,796 | $39,602,527 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
320,628 | $37,439,729 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
208,156 | $28,477,821 | |
| 6 | CMS |
Cms Energy Corp
|
353,973 | $27,078,934 | |
| 7 | XEL |
Xcel Energy Inc
|
248,969 | $19,992,209 | |
| 8 | AEE |
Ameren Corp
|
95,687 | $10,816,457 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,477,821 | 208,156 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $27,245,762 | 207,856 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,463,822 | 212,157 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $24,979,387 | 222,039 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $23,414,894 | 225,664 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $24,797,951 | 226,942 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $21,048,175 | 228,214 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $23,619,235 | 230,207 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $20,914,844 | 238,373 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $20,624,737 | 239,544 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $20,181,137 | 248,475 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $18,190,000 | 241,824 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $20,075,215 | 238,423 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $22,769,335 | 250,240 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $24,284,504 | 255,761 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $20,882,083 | 241,551 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $23,829,672 | 248,381 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $24,717,618 | 247,746 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $22,030,394 | 247,616 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $20,477,410 | 252,247 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $21,020,529 | 248,499 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $21,237,930 | 250,743 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $21,687,671 | 260,450 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $20,791,457 | 254,392 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $20,662,995 | 259,455 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $21,147,670 | 264,412 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||