Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,108,242
+$153,840 QoQ
Shares Held
15,410
+3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#623
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, 2026SEARLE & CO. holds $7,946,106 across 8 Utilities - Regulated Electric names. AEP ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
32,904 | $2,887,984 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
15,410 | $2,108,242 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
8,200 | $957,514 | |
| 4 | SO |
Southern Co
|
6,358 | $608,524 | |
| 5 | CNP |
Centerpoint Energy Inc
|
10,334 | $455,109 | |
| 6 | DUK |
Duke Energy CORP
|
3,186 | $403,283 | |
| 7 | FE |
Firstenergy Corp
|
5,837 | $277,490 | |
| 8 | D |
Dominion Energy, Inc
|
3,631 | $247,960 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,108,242 | 15,410 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,954,402 | 14,910 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,776,927 | 15,410 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,834,875 | 16,310 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,770,145 | 17,060 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,898,894 | 17,378 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,371,921 | 14,875 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,461,434 | 14,244 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,301,535 | 14,834 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,225,891 | 14,238 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,173,385 | 14,447 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,086,477 | 14,444 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,216,184 | 14,444 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,314,259 | 14,444 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $1,368,229 | 14,410 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,245,744 | 14,410 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,382,495 | 14,410 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,238,145 | 12,410 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,104,117 | 12,410 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,014,181 | 12,493 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,056,782 | 12,493 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,058,157 | 12,493 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,040,292 | 12,493 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $996,533 | 12,193 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $971,050 | 12,193 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $975,196 | 12,193 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||