Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,371,216
+$116,884 QoQ
Shares Held
31,951
-1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#469
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, 2026PINNACLE ASSOCIATES LTD holds $63,986,753 across 16 Utilities - Regulated Electric names. AEP ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
266,440 | $23,385,438 | |
| 2 | SO |
Southern Co
|
130,520 | $12,492,069 | |
| 3 | AEP |
American Electric Power Co Inc
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|
31,951 | $4,371,216 | |
| 4 | D |
Dominion Energy, Inc
|
62,271 | $4,252,486 | |
| 5 | ED |
Consolidated Edison Inc
|
35,652 | $3,944,180 | |
| 6 | ES |
Eversource Energy
|
50,590 | $3,656,139 | |
| 7 | DUK |
Duke Energy CORP
|
28,537 | $3,612,213 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
38,959 | $3,161,912 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,371,216 | 31,951 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,254,332 | 32,456 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,791,508 | 32,881 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,753,900 | 33,368 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,601,302 | 34,708 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,142,097 | 37,907 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,165,794 | 34,325 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,176,846 | 40,710 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,899,368 | 33,045 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,110,620 | 36,128 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,306,466 | 40,710 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,777,272 | 36,922 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,258,455 | 38,699 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,921,890 | 21,122 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,057,376 | 21,668 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,754,416 | 20,294 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,993,729 | 20,781 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,991,309 | 19,959 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,783,759 | 20,049 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,647,791 | 20,298 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,702,204 | 20,123 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,204,148 | 26,023 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,173,596 | 26,103 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,095,312 | 25,637 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,829,251 | 22,969 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $943,524 | 11,797 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||