Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,015,895
+$242,776 QoQ
Shares Held
14,735
+8.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#635
of 1,965 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, 2026Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. AEP ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,035 | $9,482,231 | |
| 2 | DUK |
Duke Energy CORP
|
48,296 | $6,113,307 | |
| 3 | SO |
Southern Co
|
51,598 | $4,938,444 | |
| 4 | D |
Dominion Energy, Inc
|
36,707 | $2,506,721 | |
| 5 | AEP |
American Electric Power Co Inc
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|
14,735 | $2,015,895 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,459 | $1,221,297 | |
| 7 | XEL |
Xcel Energy Inc
|
14,371 | $1,153,991 | |
| 8 | ED |
Consolidated Edison Inc
|
9,660 | $1,068,685 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,015,895 | 14,735 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,773,119 | 13,527 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,518,056 | 13,165 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,423,575 | 12,654 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,150,283 | 11,086 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,079,696 | 9,881 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $837,079 | 9,076 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $911,703 | 8,886 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $776,586 | 8,851 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $337,770 | 3,923 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $373,368 | 4,597 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $430,258 | 5,720 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $661,306 | 7,854 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $510,089 | 5,606 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $548,811 | 5,780 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $481,353 | 5,568 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $416,955 | 4,346 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $429,709 | 4,307 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $357,303 | 4,016 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $374,808 | 4,617 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $405,439 | 4,793 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $393,431 | 4,645 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $409,188 | 4,914 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $398,270 | 4,873 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $390,315 | 4,901 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $367,748 | 4,598 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||