Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,676,196
+$1,128,675 QoQ
Shares Held
12,252
+193.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#682
of 1,972 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CALTON & ASSOCIATES, INC. holds $6,539,495 across 11 Utilities - Regulated Electric names. AEP ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
12,252 | $1,676,196 | |
| 2 | ED |
Consolidated Edison Inc
|
8,536 | $944,337 | |
| 3 | XEL |
Xcel Energy Inc
|
8,838 | $709,691 | |
| 4 | SO |
Southern Co
|
5,972 | $571,580 | |
| 5 | DUK |
Duke Energy CORP
|
4,493 | $568,723 | |
| 6 | NEE |
Nextera Energy Inc
|
5,848 | $513,278 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,971 | $484,606 | |
| 8 | ETR |
Entergy Corp /De/
|
3,321 | $381,450 |
All Filings in AEP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,676,196 | 12,252 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $547,521 | 4,177 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,486,461 | 12,891 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,146,037 | 10,187 | Shares | Sole | 2025-11-07 | |
| 2023-06-30 | $256,978 | 3,052 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $288,711 | 3,173 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $350,745 | 3,694 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $281,048 | 3,251 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $307,871 | 3,209 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $349,494 | 3,503 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $335,416 | 3,770 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $333,649 | 4,110 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $506,694 | 5,990 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $504,473 | 5,956 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $515,274 | 6,188 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $499,125 | 6,107 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $596,901 | 7,495 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $570,177 | 7,129 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||