Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$962,595
-$45,279 QoQ
Shares Held
7,036
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#851
of 1,968 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HOWE & RUSLING INC holds $49,100,907 across 12 Utilities - Regulated Electric names. AEP ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
269,147 | $23,623,031 | |
| 2 | DTE |
Dte Energy Co
|
77,083 | $11,745,136 | |
| 3 | CMS |
Cms Energy Corp
|
116,029 | $8,876,218 | |
| 4 | AEP |
American Electric Power Co Inc
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|
7,036 | $962,595 | |
| 5 | SO |
Southern Co
|
8,177 | $782,620 | |
| 6 | ETR |
Entergy Corp /De/
|
6,695 | $768,987 | |
| 7 | PPL |
PPL Corp
|
18,067 | $656,735 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,142 | $498,484 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $962,595 | 7,036 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,007,874 | 7,689 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $886,618 | 7,689 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $716,737 | 6,371 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $637,605 | 6,145 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $675,179 | 6,179 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $440,674 | 4,778 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $563,684 | 5,494 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $475,112 | 5,415 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $463,648 | 5,385 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $437,450 | 5,386 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $307,649 | 4,090 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $471,099 | 5,595 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $670,505 | 7,369 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $22,477 | 260 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,741 | 39 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,993 | 30 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,690 | 19 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,542 | 19 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,607 | 19 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,609 | 19 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,582 | 19 | Shares | Sole | 2021-02-08 | |
| 2020-03-31 | $8,797 | 110 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||