OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in AEP — American Electric Power Co Inc
CIK 714364
WILLIAMSVILLE, NY
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$32,971
+$1,512 QoQ
Shares Held
241
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,807
of 1,968 holders
Holding Since
Sep 2020
24 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $509,325 across 21 Utilities - Regulated Electric names. AEP ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,159 | $277,265 | |
| 2 | ED |
Consolidated Edison Inc
|
570 | $63,059 | |
| 3 | EXC |
Exelon Corp
|
981 | $45,734 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
241 | $32,971 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
351 | $28,487 | |
| 6 | EIX |
Edison International
|
329 | $24,494 | |
| 7 | ES |
Eversource Energy
|
323 | $23,343 | |
| 8 | DUK |
Duke Energy CORP
|
52 | $6,582 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,971 | 241 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $31,459 | 240 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $27,674 | 240 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $30,375 | 270 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $27,703 | 267 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $29,175 | 267 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $19,091 | 207 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $25,342 | 247 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $23,426 | 267 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $30,651 | 356 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $43,452 | 535 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,527,041 | 20,301 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,733,088 | 20,583 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,115,608 | 23,251 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,497,754 | 26,306 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,289,196 | 26,480 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,527,635 | 26,346 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,578,455 | 25,844 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,682,445 | 30,150 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,446,521 | 30,137 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,547,089 | 30,111 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,476,966 | 29,244 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,868,662 | 22,441 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,782,204 | 21,806 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||