Position in AEP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$526,034
+$6,958 QoQ
Shares Held
3,845
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,093
of 1,972 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, 2026CITY HOLDING CO holds $20,818,032 across 12 Utilities - Regulated Electric names. AEP ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
83,990 | $7,371,801 | |
| 2 | SO |
Southern Co
|
75,121 | $7,189,830 | |
| 3 | DUK |
Duke Energy CORP
|
14,639 | $1,853,004 | |
| 4 | D |
Dominion Energy, Inc
|
18,084 | $1,234,956 | |
| 5 | DTE |
Dte Energy Co
|
7,957 | $1,212,408 | |
| 6 | ED |
Consolidated Edison Inc
|
10,605 | $1,173,231 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
3,845 | $526,034 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
888 | $95,016 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,034 | 3,845 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $519,076 | 3,960 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $493,988 | 4,284 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $607,612 | 5,401 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $499,396 | 4,813 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $533,565 | 4,883 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $332,304 | 3,603 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $391,419 | 3,815 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $334,728 | 3,815 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $339,234 | 3,940 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $341,936 | 4,210 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $348,042 | 4,627 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $405,338 | 4,814 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $403,904 | 4,439 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $449,968 | 4,739 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $421,097 | 4,871 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $465,500 | 4,852 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $559,909 | 5,612 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $499,299 | 5,612 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $453,552 | 5,587 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $472,604 | 5,587 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $481,096 | 5,680 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $484,714 | 5,821 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $475,750 | 5,821 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $423,764 | 5,321 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $428,692 | 5,360 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||