Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,251,581,380
+$1,064,546,740 QoQ
Shares Held
9,148,318
+541.1% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#14
of 1,968 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $16,150,451,221 across 35 Utilities - Regulated Electric names. AEP ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,455,018 | $3,901,816,925 | |
| 2 | SO |
Southern Co
|
23,578,266 | $1,934,133,856 | |
| 3 | DUK |
Duke Energy CORP
|
10,537,072 | $1,333,782,568 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
9,148,318 | $1,251,581,380 | |
| 5 | ETR |
Entergy Corp /De/
|
9,451,550 | $1,085,605,028 | |
| 6 | PPL |
PPL Corp
|
20,938,277 | $821,706,554 | |
| 7 | AEE |
Ameren Corp
|
6,099,146 | $689,447,460 | |
| 8 | XEL |
Xcel Energy Inc
|
7,869,605 | $631,929,277 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,581,380 | 9,148,318 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $187,034,640 | 1,426,874 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $158,441,239 | 1,374,046 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $147,315,728 | 1,320,001 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $142,743,871 | 1,375,712 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $157,130,471 | 1,438,002 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $320,690,162 | 3,477,070 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $448,321,776 | 4,369,608 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $460,588,318 | 5,249,468 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $453,173,139 | 5,263,335 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $455,049,746 | 5,602,681 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $485,553,144 | 6,455,107 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $483,236,509 | 5,739,151 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $566,153,788 | 6,222,154 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $604,269,771 | 6,364,084 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $535,779,663 | 6,197,567 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $786,280,871 | 8,195,548 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,311,002,439 | 13,140,247 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,173,943,131 | 13,194,820 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,083,537,463 | 13,347,345 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,103,415,640 | 13,044,280 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,068,872,577 | 12,619,511 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $906,170,115 | 10,882,312 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $855,337,548 | 10,465,405 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $257,051,397 | 3,227,667 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $256,831,854 | 3,211,201 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||