Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,240,537
+$133,426 QoQ
Shares Held
16,377
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#605
of 1,972 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $68,652,224 across 36 Utilities - Regulated Electric names. AEP ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
164,993 | $12,587,315 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
107,473 | $12,549,622 | |
| 3 | DUK |
Duke Energy CORP
|
78,752 | $9,968,428 | |
| 4 | SO |
Southern Co
|
96,869 | $9,271,331 | |
| 5 | MGEE |
Mge Energy Inc
|
62,664 | $5,109,622 | |
| 6 | NEE |
Nextera Energy Inc
|
45,659 | $4,007,490 | |
| 7 | XEL |
Xcel Energy Inc
|
34,891 | $2,801,747 | |
| 8 | AEP |
American Electric Power Co Inc
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|
16,377 | $2,240,537 |
All Filings in AEP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,240,537 | 16,377 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,107,111 | 16,075 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,143,183 | 9,914 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,056,825 | 9,394 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $971,712 | 9,365 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $986,161 | 9,025 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $914,644 | 9,917 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $946,998 | 9,230 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $870,293 | 9,919 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,030,875 | 11,973 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $703,365 | 8,660 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $594,238 | 7,900 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $612,723 | 7,277 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $785,880 | 8,637 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $877,527 | 9,242 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $638,606 | 7,387 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $708,708 | 7,387 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $502,680 | 5,650 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,373,646 | 16,921 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,458,416 | 17,241 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,425,331 | 16,828 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||