BANK OF AMERICA CORP /DE/
BankPosition in AEP — American Electric Power Co Inc
CIK 70858
CHARLOTTE, NC
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,678,638,313
+$1,001,937,554 QoQ
Shares Held
12,269,851
+137.7% QoQ
Ownership
2.26%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#9
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Derivatives in AEP
reported options exposure · as of Sep 30, 2025CallValue
$1,653,750
CallShares
14,700
PutValue
$1,417,500
PutShares
12,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $18,305,113,791 across 40 Utilities - Regulated Electric names. AEP ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,669,707 | $2,604,110,180 | |
| 2 | XEL |
Xcel Energy Inc
|
29,933,748 | $2,403,679,962 | |
| 3 | ETR |
Entergy Corp /De/
|
17,339,974 | $1,991,669,411 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
12,269,851 | $1,678,638,313 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
14,876,783 | $1,207,399,706 | |
| 6 | DUK |
Duke Energy CORP
|
8,867,628 | $1,122,464,349 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,605,748 | $1,004,893,191 | |
| 8 | D |
Dominion Energy, Inc
|
14,599,270 | $996,984,145 |
All Filings in AEP
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,678,638,313 | 12,269,851 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $676,700,759 | 5,162,502 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $681,351,911 | 5,908,871 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,417,500 | 12,600 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $1,653,750 | 14,700 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $658,399,948 | 5,852,444 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $563,916,297 | 5,434,814 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,525,272 | 14,700 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,297,000 | 12,500 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $5,376,084 | 49,200 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $551,696,686 | 5,048,931 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $1,365,875 | 12,500 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $472,269,981 | 5,120,568 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $184,676,511 | 1,799,966 | Shares | Defined | 2025-03-18 | |
| 2024-09-30 | $1,159,380 | 11,300 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $523,558,088 | 5,967,154 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,915,000 | 150,000 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $169,978,964 | 1,974,204 | Shares | Defined | 2025-03-18 | |
| 2023-12-31 | $12,183,000 | 150,000 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $506,325,639 | 6,234,002 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $502,809,064 | 6,684,513 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $11,283,000 | 150,000 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $538,101,399 | 6,390,753 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $5,683,500 | 67,500 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $5,914,350 | 65,000 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $669,651,001 | 7,359,611 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $590,783,929 | 6,222,053 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $562,783,963 | 6,509,936 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,906,024 | 259,600 | Call | Defined | 2022-08-12 | |
| 2022-06-30 | $627,474,557 | 6,540,281 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $616,463,262 | 6,178,844 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $507,129 | 5,700 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $529,423,989 | 5,950,590 | Shares | Defined | 2022-02-08 | |
| 2021-12-31 | $346,983 | 3,900 | Call | Defined | 2022-02-08 | |
| 2021-09-30 | $501,411,190 | 6,176,536 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $462,726 | 5,700 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $316,602 | 3,900 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $523,767,574 | 6,191,838 | Shares | Defined | 2021-09-13 | |
| 2021-06-30 | $329,901 | 3,900 | Call | Defined | 2021-09-13 | |
| 2021-06-30 | $482,163 | 5,700 | Put | Defined | 2021-09-13 | |
| 2021-03-31 | $468,829,404 | 5,535,176 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,163,500 | 50,000 | Call | Defined | 2021-02-10 | |
| 2020-12-31 | $448,194,943 | 5,382,430 | Shares | Defined | 2021-02-10 | |
| 2020-12-31 | $66,616 | 800 | Put | Defined | 2021-02-10 | |
| 2020-09-30 | $4,086,500 | 50,000 | Call | Defined | 2020-11-13 | |
| 2020-09-30 | $65,384 | 800 | Put | Defined | 2020-11-13 | |
| 2020-09-30 | $724,140,874 | 8,860,160 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $755,396,068 | 9,485,134 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $3,982,000 | 50,000 | Call | Defined | 2020-08-14 | |
| 2020-03-31 | $787,419,171 | 9,845,201 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||