ADVISORS MANAGEMENT GROUP INC /ADV
Position in AEP — American Electric Power Co Inc
CIK 842766
LA CROSSE, WI
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,744,844
-$252,974 QoQ
Shares Held
34,682
-9.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#450
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026ADVISORS MANAGEMENT GROUP INC /ADV holds $64,365,929 across 10 Utilities - Regulated Electric names. AEP ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
168,778 | $19,385,841 | |
| 2 | SO |
Southern Co
|
139,926 | $13,392,317 | |
| 3 | FE |
Firstenergy Corp
|
234,158 | $11,131,871 | |
| 4 | DUK |
Duke Energy CORP
|
76,759 | $9,716,154 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
34,682 | $4,744,844 | |
| 6 | D |
Dominion Energy, Inc
|
35,428 | $2,419,378 | |
| 7 | NGG |
National Grid PLC
|
14,167 | $1,174,019 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
12,302 | $998,430 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,744,844 | 34,682 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,997,818 | 38,128 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,422,253 | 38,351 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,722,750 | 41,980 | Shares | Sole | 2025-12-18 | |
| 2025-06-30 | $4,439,267 | 42,784 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,732,702 | 43,312 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,011,174 | 43,491 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,474,180 | 43,608 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,830,289 | 43,655 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,625,929 | 42,113 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,513,577 | 43,260 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,237,017 | 43,034 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,525,117 | 41,866 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,779,178 | 41,534 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,713,779 | 39,113 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,437,770 | 39,766 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,855,157 | 40,183 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,004,468 | 40,137 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,603,907 | 40,507 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,314,092 | 40,824 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,479,525 | 41,134 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,347,513 | 39,522 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,365,357 | 40,415 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $3,236,589 | 39,601 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,176,998 | 39,892 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,273,261 | 40,926 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||