BAILARD, INC.

Position in AEP — American Electric Power Co Inc

CIK 750641 Foster City, CA

Position in AEP

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$214,244

-$683,618 QoQ

Shares Held

1,566

-80.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,583

of 1,972 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BAILARD, INC. holds $22,763,438 across 13 Utilities - Regulated Electric names. AEP ranks #13 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	67,929	$5,962,128
2	SO	Southern Co	46,852	$4,484,204
3	EVRG	Evergy, Inc.	45,046	$3,893,325
4	XEL	Xcel Energy Inc	25,128	$2,017,778
5	PEG	Public Service Enterprise Group Inc	19,820	$1,608,591
6	EXC	Exelon Corp	29,979	$1,397,620
7	NGG	National Grid PLC	13,927	$1,154,130
8	NWE	NorthWestern Energy Group, Inc.	9,326	$667,928

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,244	1,566	-80.4%	Shares	Sole	2026-07-30
2025-09-30	$897,862	7,981	+0.2%	Shares	Sole	2025-10-30
2025-06-30	$826,344	7,964	-2.6%	Shares	Sole	2025-08-08
2025-03-31	$893,282	8,175	-1.0%	Shares	Sole	2025-05-02
2024-12-31	$761,912	8,261	+0.2%	Shares	Sole	2025-02-05
2024-09-30	$846,039	8,246	0.0%	Shares	Sole	2024-10-30
2024-06-30	$723,504	8,246	-0.8%	Shares	Sole	2024-07-25
2024-03-31	$715,577	8,311	-1.4%	Shares	Sole	2024-05-08
2023-12-31	$684,928	8,433	+298.3%	Shares	Sole	2024-02-02
2022-03-31	$211,213	2,117	-24.9%	Shares	Sole	2022-04-25
2021-03-31	$238,854	2,820	0.0%	Shares	Sole	2021-05-13
2020-12-31	$234,821	2,820	-2.7%	Shares	Sole	2021-02-03
2020-09-30	$236,853	2,898	-77.6%	Shares	Sole	2020-11-10
2020-06-30	$1,030,700	12,942	+289.8%	Shares	Sole	2020-08-12
2020-03-31	$265,533	3,320	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.