Position in AEP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$626,043,715
+$53,100,498 QoQ
Shares Held
4,776,043
-3.9% QoQ
Ownership
0.878%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.58885922928249.ToString("F0")%
Shared 0.ToString("F0")%
None 18.411140770717516.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Legal & General Group Plc holds $10,585,914,880 across 36 Utilities - Regulated Electric names. AEP ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,610,766 | $1,542,807,944 | |
| 2 | DUK |
Duke Energy CORP
|
6,174,653 | $808,509,062 | |
| 3 | SO |
Southern Co
|
7,848,282 | $757,516,178 | |
| 4 | EXC |
Exelon Corp
|
13,178,232 | $645,996,931 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
4,776,043 | $626,043,715 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
6,704,118 | $542,698,351 | |
| 7 | ED |
Consolidated Edison Inc
|
4,541,000 | $513,950,379 | |
| 8 | XEL |
Xcel Energy Inc
|
6,201,035 | $492,610,219 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $626,043,715 | 4,776,043 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $572,943,217 | 4,968,721 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $577,065,149 | 5,129,468 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $509,709,378 | 4,912,388 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $507,031,812 | 4,640,174 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $393,080,293 | 4,261,957 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $417,462,264 | 4,068,833 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $365,026,563 | 4,160,321 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $394,225,811 | 4,578,697 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $379,205,295 | 4,668,866 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $362,290,585 | 4,816,413 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $416,284,379 | 4,943,995 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $443,065,795 | 4,869,390 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $458,936,171 | 4,833,451 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $422,701,683 | 4,889,551 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $496,655,763 | 5,176,733 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $537,528,533 | 5,387,677 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $490,765,903 | 5,516,083 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $451,154,601 | 5,557,460 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $470,786,236 | 5,565,507 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $462,698,819 | 5,462,796 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $455,543,855 | 5,470,684 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $453,694,753 | 5,551,141 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $433,313,513 | 5,440,903 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $418,904,447 | 5,237,615 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||