Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,987,069
+$683,086 QoQ
Shares Held
116,856
+0.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#256
of 1,965 holders
Holding Since
Mar 2020
26 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, 2026STEPHENS INC /AR/ holds $126,764,472 across 20 Utilities - Regulated Electric names. AEP ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
345,986 | $43,794,907 | |
| 2 | NEE |
Nextera Energy Inc
|
202,587 | $17,781,060 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
116,856 | $15,987,069 | |
| 4 | SO |
Southern Co
|
118,573 | $11,348,621 | |
| 5 | ED |
Consolidated Edison Inc
|
72,152 | $7,982,175 | |
| 6 | ETR |
Entergy Corp /De/
|
60,462 | $6,944,665 | |
| 7 | D |
Dominion Energy, Inc
|
100,227 | $6,844,501 | |
| 8 | ES |
Eversource Energy
|
77,914 | $5,630,844 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,987,069 | 116,856 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $15,303,983 | 116,753 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $13,365,005 | 115,905 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $13,458,150 | 119,628 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $12,394,132 | 119,450 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $13,166,597 | 120,496 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $9,714,493 | 105,329 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $4,006,940 | 39,054 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $3,085,728 | 35,169 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $2,652,052 | 30,802 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,319,237 | 28,555 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,410,450 | 18,751 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,368,586 | 16,254 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,250,839 | 13,747 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,055,179 | 11,113 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,198,975 | 13,869 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,131,132 | 11,790 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $1,670,249 | 16,741 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,852,355 | 20,820 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $3,113,577 | 38,354 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $3,983,681 | 47,094 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,507,935 | 41,416 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,362,775 | 40,384 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,071,495 | 37,581 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,779,674 | 34,903 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $1,705,733 | 21,327 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||