Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,890,973
+$492,079 QoQ
Shares Held
123,463
-1.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#250
of 1,968 holders
Holding Since
Mar 2020
26 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, 2026Haverford Trust Co holds $176,200,844 across 12 Utilities - Regulated Electric names. AEP ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,728,447 | $151,705,793 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
123,463 | $16,890,973 | |
| 3 | DUK |
Duke Energy CORP
|
10,584 | $1,339,722 | |
| 4 | SO |
Southern Co
|
12,544 | $1,200,586 | |
| 5 | D |
Dominion Energy, Inc
|
15,624 | $1,066,962 | |
| 6 | PPL |
PPL Corp
|
23,613 | $858,332 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
9,934 | $806,243 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
5,792 | $676,331 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,890,973 | 123,463 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $16,398,894 | 125,106 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $14,421,475 | 125,067 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,151,375 | 125,790 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,401,122 | 129,155 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $14,395,339 | 131,741 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $13,232,883 | 143,477 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $14,827,239 | 144,515 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $12,686,589 | 144,593 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,571,684 | 157,627 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $12,480,427 | 153,662 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $11,848,203 | 157,514 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $13,723,589 | 162,988 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $14,995,515 | 164,804 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,350,743 | 151,140 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,094,840 | 151,473 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,554,385 | 151,703 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,995,231 | 150,298 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $12,577,244 | 141,365 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,361,709 | 139,957 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,634,677 | 137,542 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $11,097,902 | 131,026 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $11,129,868 | 133,660 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $10,743,980 | 131,457 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $10,804,758 | 135,670 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,908,552 | 136,391 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||