JAMES INVESTMENT RESEARCH, INC.

Position in AEP — American Electric Power Co Inc

CIK 810384 ALPHA, OH

Position in AEP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$6,350,993

+$428,930 QoQ

Shares Held

46,422

+2.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#392

of 1,972 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

JAMES INVESTMENT RESEARCH, INC. holds $9,980,608 across 5 Utilities - Regulated Electric names. AEP ranks #1 (63.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	46,422	$6,350,993
2	NEE	Nextera Energy Inc	18,202	$1,597,589
3	IDA	Idacorp Inc	4,930	$745,909
4	ETR	Entergy Corp /De/	5,827	$669,289
5	POR	Portland General Electric Co /Or/	11,901	$616,828

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,350,993	46,422	+2.8%	Shares	Sole	2026-07-24
2026-03-31	$5,922,063	45,179	-1.5%	Shares	Sole	2026-04-24
2025-12-31	$5,288,808	45,866	+0.1%	Shares	Sole	2026-01-29
2025-09-30	$5,155,875	45,830	+1.6%	Shares	Sole	2025-10-31
2025-06-30	$4,678,434	45,089	+44.6%	Shares	Sole	2025-08-01
2025-03-31	$3,407,257	31,182	+159.6%	Shares	Sole	2025-05-02
2024-12-31	$1,107,682	12,010	-69.4%	Shares	Sole	2025-01-30
2024-09-30	$4,023,972	39,220	+1.3%	Shares	Sole	2024-10-29
2024-06-30	$3,397,819	38,726	-0.2%	Shares	Sole	2024-07-30
2024-03-31	$3,339,819	38,790	+10.3%	Shares	Sole	2024-05-01
2023-12-31	$2,857,319	35,180	-2.7%	Shares	Sole	2024-02-06
2023-09-30	$2,720,857	36,172	-11.3%	Shares	Sole	2023-10-31
2023-06-30	$3,432,749	40,769	+0.8%	Shares	Sole	2023-08-07
2023-03-31	$3,679,088	40,434	+2.4%	Shares	Sole	2023-04-26
2022-12-31	$3,747,961	39,473	+8.6%	Shares	Sole	2023-01-30
2022-09-30	$3,140,901	36,332	+1484.5%	Shares	Sole	2022-10-31
2022-06-30	$219,990	2,293	+1876.7%	Shares	Sole	2022-08-01
2022-03-31	$11,573	116	-83.4%	Shares	Sole	2022-04-22
2021-12-31	$62,279	700	0.0%	Shares	Sole	2022-01-28
2021-09-30	$56,826	700	-44.0%	Shares	Sole	2021-10-22
2021-06-30	$105,737	1,250	0.0%	Shares	Sole	2021-07-26
2021-03-31	$105,875	1,250	-86.0%	Shares	Sole	2021-04-22
2020-12-31	$742,018	8,911	-26.6%	Shares	Sole	2021-01-27
2020-09-30	$992,856	12,148	-89.8%	Shares	Sole	2020-10-23
2020-06-30	$9,513,236	119,453	+21.2%	Shares	Sole	2020-07-24
2020-03-31	$7,882,347	98,554	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.