Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$152,654,512
+$21,004,971 QoQ
Shares Held
1,115,814
+11.1% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#66
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,148,550,116 across 33 Utilities - Regulated Electric names. AEP ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,654,512 | 1,115,814 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $131,649,541 | 1,004,345 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $116,277,218 | 1,008,388 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $111,804,074 | 993,814 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $98,965,766 | 953,795 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $106,184,649 | 971,764 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $86,445,793 | 937,285 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $92,209,900 | 898,732 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $77,263,579 | 880,597 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $74,118,493 | 860,842 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $65,209,830 | 802,879 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $60,221,054 | 800,599 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $62,644,631 | 743,998 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $59,322,293 | 651,965 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $54,254,520 | 571,401 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $44,899,533 | 519,370 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $49,371,009 | 514,603 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $50,649,834 | 507,666 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $39,632,573 | 445,460 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $33,168,278 | 408,577 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $32,887,829 | 388,791 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $29,409,954 | 347,225 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $29,399,137 | 353,058 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $27,324,380 | 334,325 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $23,667,970 | 297,187 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $21,307,069 | 266,405 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||