CARRET ASSET MANAGEMENT, LLC

Position in AEP — American Electric Power Co Inc

CIK 791490 NEW YORK, NY

Position in AEP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$8,470,454

+$266,944 QoQ

Shares Held

61,914

-1.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#338

of 1,972 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Utilities · as of Jun 30, 2026

CARRET ASSET MANAGEMENT, LLC holds $22,168,712 across 9 Utilities - Regulated Electric names. AEP ranks #1 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	61,914	$8,470,454
2	SO	Southern Co	70,593	$6,756,456
3	D	Dominion Energy, Inc	41,879	$2,859,916
4	NEE	Nextera Energy Inc	15,652	$1,373,776
5	ED	Consolidated Edison Inc	10,834	$1,198,565
6	WEC	Wec Energy Group, Inc.	4,200	$490,434
7	XEL	Xcel Energy Inc	5,394	$433,138
8	LNT	Alliant Energy Corp	4,200	$320,418

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,470,454	61,914	-1.1%	Shares	Sole	2026-08-04
2026-03-31	$8,203,510	62,584	-0.0%	Shares	Sole	2026-05-15
2025-12-31	$7,219,443	62,609	-1.2%	Shares	Sole	2026-02-17
2025-09-30	$7,130,587	63,383	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$6,537,502	63,006	-1.3%	Shares	Sole	2025-08-04
2025-03-31	$6,977,654	63,857	-0.1%	Shares	Sole	2025-04-22
2024-12-31	$5,893,220	63,897	+2.0%	Shares	Sole	2025-02-10
2024-09-30	$6,425,017	62,622	+0.4%	Shares	Sole	2024-10-24
2024-06-30	$5,472,080	62,367	+0.1%	Shares	Sole	2024-08-01
2024-03-31	$5,363,255	62,291	+3.1%	Shares	Sole	2024-04-19
2023-12-31	$4,909,424	60,446	+2.3%	Shares	Sole	2024-02-02
2023-09-30	$4,443,546	59,074	+1.6%	Shares	Sole	2023-10-12
2023-06-30	$4,895,724	58,144	-1.5%	Shares	Sole	2023-07-25
2023-03-31	$5,370,957	59,028	-5.8%	Shares	Sole	2023-05-11
2022-12-31	$5,950,421	62,669	-0.2%	Shares	Sole	2023-01-10
2022-09-30	$5,426,380	62,769	-11.6%	Shares	Sole	2022-11-14
2022-06-30	$6,808,765	70,969	-2.3%	Shares	Sole	2022-08-04
2022-03-31	$7,244,199	72,609	-0.6%	Shares	Sole	2022-04-13
2021-12-31	$6,498,457	73,041	-0.6%	Shares	Sole	2022-01-10
2021-09-30	$5,962,752	73,451	-1.2%	Shares	Sole	2021-10-27
2021-06-30	$6,291,804	74,380	-0.1%	Shares	Sole	2021-07-14
2021-03-31	$6,308,456	74,480	+1.2%	Shares	Sole	2021-07-14
2020-12-31	$6,129,421	73,609	-0.6%	Shares	Sole	2021-03-16
2020-09-30	$6,049,981	74,024	-0.2%	Shares	Sole	2020-11-16
2020-06-30	$5,907,217	74,174	+3.5%	Shares	Sole	2020-08-12
2020-03-31	$5,732,886	71,679	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.