Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,095,047
+$373,518 QoQ
Shares Held
59,170
+0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#347
of 1,972 holders
Holding Since
Mar 2020
25 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, 2026OPPENHEIMER & CO INC holds $90,449,487 across 22 Utilities - Regulated Electric names. AEP ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
313,708 | $27,534,151 | |
| 2 | DUK |
Duke Energy CORP
|
91,614 | $11,596,500 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
102,451 | $8,314,923 | |
| 4 | AEP |
American Electric Power Co Inc
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|
59,170 | $8,095,047 | |
| 5 | EVRG |
Evergy, Inc.
|
81,312 | $7,027,796 | |
| 6 | SO |
Southern Co
|
66,365 | $6,351,794 | |
| 7 | D |
Dominion Energy, Inc
|
74,921 | $5,116,355 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
20,238 | $2,363,191 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,095,047 | 59,170 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,721,529 | 58,907 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $6,563,025 | 58,338 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,385,870 | 51,907 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,230,793 | 57,022 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,073,245 | 44,164 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,577,704 | 44,617 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,818,620 | 43,522 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,551,711 | 41,251 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,740,343 | 46,052 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,437,328 | 45,697 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,399,281 | 52,248 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,997,079 | 54,919 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,035,198 | 53,030 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,134,557 | 47,826 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,506,877 | 46,976 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,164,194 | 51,761 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,549,013 | 39,890 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,243,952 | 39,960 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,411,430 | 40,329 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,733,830 | 44,083 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,965,244 | 35,610 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,728,801 | 33,388 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,897,621 | 36,384 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,487,287 | 43,602 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||