Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$767,230
+$11,816 QoQ
Shares Held
5,608
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#938
of 1,972 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $61,715,080 across 16 Utilities - Regulated Electric names. AEP ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
249,760 | $21,921,435 | |
| 2 | AEE |
Ameren Corp
|
60,047 | $6,787,712 | |
| 3 | EVRG |
Evergy, Inc.
|
71,604 | $6,188,733 | |
| 4 | IDA |
Idacorp Inc
|
38,868 | $5,880,728 | |
| 5 | NWE |
NorthWestern Energy Group, Inc.
|
76,982 | $5,513,450 | |
| 6 | OGE |
Oge Energy Corp.
|
69,979 | $3,405,178 | |
| 7 | POR |
Portland General Electric Co /Or/
|
60,413 | $3,131,205 | |
| 8 | CMS |
Cms Energy Corp
|
22,073 | $1,688,584 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,230 | 5,608 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $755,414 | 5,763 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $767,733 | 6,658 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $764,550 | 6,796 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $204,444 | 1,871 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $210,839 | 2,403 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $206,812 | 2,402 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $239,842 | 2,953 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $229,571 | 3,052 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $189,786 | 2,254 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $206,456 | 2,269 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $243,641 | 2,566 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $191,400 | 2,214 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $212,411 | 2,214 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $325,050 | 3,258 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $288,529 | 3,243 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $263,266 | 3,243 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $371,096 | 4,387 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $341,679 | 4,034 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $249,227 | 2,993 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $251,483 | 3,077 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $245,052 | 3,077 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $254,096 | 3,177 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||