Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,527,230
+$278,235 QoQ
Shares Held
62,329
-1.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#336
of 1,968 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MEYER HANDELMAN CO holds $50,194,581 across 7 Utilities - Regulated Electric names. AEP ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
163,090 | $14,314,409 | |
| 2 | ETR |
Entergy Corp /De/
|
119,588 | $13,735,877 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
62,329 | $8,527,230 | |
| 4 | DUK |
Duke Energy CORP
|
52,277 | $6,617,222 | |
| 5 | XEL |
Xcel Energy Inc
|
47,946 | $3,850,063 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
22,550 | $2,633,163 | |
| 7 | FE |
Firstenergy Corp
|
10,867 | $516,617 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,527,230 | 62,329 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,248,995 | 62,931 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,389,180 | 64,081 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $7,341,300 | 65,256 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,867,459 | 66,186 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $7,400,966 | 67,731 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $6,300,600 | 68,314 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $7,014,659 | 68,369 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,003,083 | 68,419 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,125,067 | 71,139 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $5,779,127 | 71,154 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,352,203 | 71,154 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,991,166 | 71,154 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $6,401,510 | 70,354 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $6,794,052 | 71,554 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $6,198,810 | 71,704 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $6,879,281 | 71,704 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $7,173,862 | 71,904 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $6,317,225 | 71,004 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $5,764,104 | 71,004 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,006,228 | 71,004 | Shares | Sole | 2021-08-18 | |
| 2021-03-31 | $6,014,038 | 71,004 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $5,912,503 | 71,004 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $5,803,156 | 71,004 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $5,654,758 | 71,004 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $5,678,899 | 71,004 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||