Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,301,747
-$47,196 QoQ
Shares Held
9,515
-7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#761
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PARK NATIONAL CORP /OH/ holds $32,309,040 across 7 Utilities - Regulated Electric names. AEP ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
157,349 | $18,373,642 | |
| 2 | NEE |
Nextera Energy Inc
|
104,750 | $9,193,907 | |
| 3 | DUK |
Duke Energy CORP
|
13,483 | $1,706,677 | |
| 4 | SO |
Southern Co
|
13,976 | $1,337,642 | |
| 5 | AEP |
American Electric Power Co Inc
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|
9,515 | $1,301,747 | |
| 6 | D |
Dominion Energy, Inc
|
4,057 | $277,051 | |
| 7 | ED |
Consolidated Edison Inc
|
1,070 | $118,374 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,301,747 | 9,515 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,348,943 | 10,291 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $1,430,189 | 12,403 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,336,837 | 11,883 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,044,343 | 10,065 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,120,345 | 10,253 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $1,014,253 | 10,997 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $1,139,578 | 11,107 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $1,091,310 | 12,438 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,066,606 | 12,388 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $1,100,937 | 13,555 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $833,362 | 11,079 | Shares | Sole | 2023-10-02 | |
| 2023-06-30 | $1,146,383 | 13,615 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $1,457,568 | 16,019 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,462,324 | 15,401 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,256,204 | 14,531 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $1,268,710 | 13,224 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,344,799 | 13,479 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $1,338,019 | 15,039 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $1,191,965 | 14,683 | Shares | Sole | 2021-10-01 | |
| 2021-06-30 | $1,297,272 | 15,336 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $1,378,746 | 16,278 | Shares | Sole | 2021-04-01 | |
| 2020-12-31 | $1,406,347 | 16,889 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $1,420,222 | 17,377 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $1,388,522 | 17,435 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $1,399,969 | 17,504 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||