TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
Position in AEP — American Electric Power Co Inc
CIK 709089
RALEIGH, NC
Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$378,553
+$16,511 QoQ
Shares Held
2,767
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,255
of 1,965 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, 2026TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV holds $5,329,289 across 3 Utilities - Regulated Electric names. AEP ranks #2 (7.1% of the industry book) .
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,553 | 2,767 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $362,042 | 2,762 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $266,020 | 2,307 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $285,750 | 2,540 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $310,242 | 2,990 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $325,624 | 2,980 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $274,845 | 2,980 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $305,748 | 2,980 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $261,465 | 2,980 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $256,578 | 2,980 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $242,035 | 2,980 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $224,155 | 2,980 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $250,916 | 2,980 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $271,150 | 2,980 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $282,951 | 2,980 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $257,621 | 2,980 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $285,901 | 2,980 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $297,314 | 2,980 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $268,778 | 3,021 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $245,244 | 3,021 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $255,546 | 3,021 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $255,878 | 3,021 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $276,539 | 3,321 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $271,425 | 3,321 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $264,484 | 3,321 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $265,613 | 3,321 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||