Position in AEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$53,726,107
+$2,039,166 QoQ
Shares Held
392,706
-0.4% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#137
of 1,968 holders
Holding Since
Mar 2020
24 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, 2026ZWJ INVESTMENT COUNSEL INC holds $72,070,970 across 8 Utilities - Regulated Electric names. AEP ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
392,706 | $53,726,107 | |
| 2 | ES |
Eversource Energy
|
154,781 | $11,186,022 | |
| 3 | SO |
Southern Co
|
26,333 | $2,520,331 | |
| 4 | NEE |
Nextera Energy Inc
|
21,501 | $1,887,142 | |
| 5 | DUK |
Duke Energy CORP
|
12,593 | $1,594,021 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,739 | $436,603 | |
| 7 | D |
Dominion Energy, Inc
|
5,579 | $380,989 | |
| 8 | ETR |
Entergy Corp /De/
|
2,958 | $339,755 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,726,107 | 392,706 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $51,686,941 | 394,316 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $44,907,710 | 389,452 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $43,782,750 | 389,180 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $41,515,621 | 400,112 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $47,275,774 | 432,651 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $40,164,228 | 435,479 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $42,250,987 | 411,803 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $35,788,531 | 407,893 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $33,843,585 | 393,073 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $25,108,269 | 309,139 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $23,080,279 | 306,837 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $27,650,314 | 303,883 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $28,640,812 | 301,641 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $26,157,349 | 302,572 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $29,088,912 | 303,199 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $31,217,933 | 312,899 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $27,414,948 | 308,137 | Shares | Sole | 2022-03-31 | |
| 2021-06-30 | $24,693,935 | 291,925 | Shares | Sole | 2022-03-31 | |
| 2021-03-31 | $23,880,148 | 281,938 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $19,767,048 | 237,385 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $18,157,872 | 222,169 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $12,095,404 | 151,876 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,304,153 | 16,306 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||