Position in AEP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$853,694
+$35,755 QoQ
Shares Held
6,240
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#893
of 1,965 holders
Holding Since
Mar 2020
26 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, 2026NEVILLE RODIE & SHAW INC holds $19,898,571 across 7 Utilities - Regulated Electric names. AEP ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
169,575 | $14,883,597 | |
| 2 | ES |
Eversource Energy
|
32,626 | $2,357,880 | |
| 3 | DUK |
Duke Energy CORP
|
7,915 | $1,001,879 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
6,240 | $853,694 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,284 | $347,689 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,078 | $242,648 | |
| 7 | DTE |
Dte Energy Co
|
1,386 | $211,184 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853,694 | 6,240 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $817,939 | 6,240 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $719,534 | 6,240 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $702,000 | 6,240 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $647,462 | 6,240 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $681,844 | 6,240 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $575,515 | 6,240 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $640,224 | 6,240 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $547,497 | 6,240 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $537,264 | 6,240 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $506,812 | 6,240 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $469,372 | 6,240 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $525,408 | 6,240 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $567,777 | 6,240 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $592,488 | 6,240 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $539,448 | 6,240 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $556,452 | 5,800 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $578,666 | 5,800 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $516,026 | 5,800 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $470,844 | 5,800 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $490,622 | 5,800 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $491,260 | 5,800 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $482,966 | 5,800 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $521,682 | 6,383 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $508,342 | 6,383 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $510,512 | 6,383 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||