COZAD ASSET MANAGEMENT INC
Position in AEP — American Electric Power Co Inc
CIK 709428
CHAMPAIGN, IL
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$365,829
+$59,364 QoQ
Shares Held
2,674
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,275
of 1,968 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COZAD ASSET MANAGEMENT INC holds $5,639,735 across 7 Utilities - Regulated Electric names. AEP ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
29,517 | $2,251,851 | |
| 2 | NEE |
Nextera Energy Inc
|
16,521 | $1,450,048 | |
| 3 | AEE |
Ameren Corp
|
5,217 | $589,729 | |
| 4 | SO |
Southern Co
|
5,318 | $508,985 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
2,674 | $365,829 | |
| 6 | NGG |
National Grid PLC
|
2,911 | $241,234 | |
| 7 | DTE |
Dte Energy Co
|
1,523 | $232,059 |
All Filings in AEP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,829 | 2,674 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $306,465 | 2,338 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $259,793 | 2,253 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $253,462 | 2,253 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $233,771 | 2,253 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $246,185 | 2,253 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $214,023 | 2,086 | Shares | Sole | 2024-10-31 | |
| 2023-06-30 | $318,107 | 3,778 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $357,226 | 3,926 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $372,583 | 3,924 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $244,048 | 2,823 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $289,834 | 3,021 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $236,055 | 2,366 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $152,672 | 1,716 | Shares | Sole | 2022-02-01 | |
| 2021-06-30 | $152,346 | 1,801 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $505,913 | 5,973 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,334,984 | 16,032 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,444,659 | 17,676 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,569,784 | 19,711 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,676,460 | 20,961 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||