Position in AEP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$323,418
-$10,967 QoQ
Shares Held
2,364
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,339
of 1,972 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ROCKLAND TRUST CO holds $71,367,921 across 11 Utilities - Regulated Electric names. AEP ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
375,692 | $32,974,486 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
120,208 | $14,036,687 | |
| 3 | SO |
Southern Co
|
108,723 | $10,405,878 | |
| 4 | ED |
Consolidated Edison Inc
|
92,135 | $10,192,894 | |
| 5 | EVRG |
Evergy, Inc.
|
9,327 | $806,132 | |
| 6 | EIX |
Edison International
|
9,582 | $713,379 | |
| 7 | D |
Dominion Energy, Inc
|
9,787 | $668,353 | |
| 8 | ES |
Eversource Energy
|
6,936 | $501,264 |
All Filings in AEP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,418 | 2,364 | Shares | Defined | 2026-07-08 | |
| 2026-03-31 | $334,385 | 2,551 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $294,155 | 2,551 | Shares | Other | 2026-01-15 | |
| 2024-09-30 | $237,621 | 2,316 | Shares | Other | 2024-10-03 | |
| 2024-06-30 | $203,731 | 2,322 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $222,223 | 2,581 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $220,593 | 2,716 | Shares | Other | 2024-01-11 | |
| 2023-06-30 | $227,929 | 2,707 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $246,309 | 2,707 | Shares | Other | 2023-04-24 | |
| 2022-12-31 | $342,294 | 3,605 | Shares | Other | 2023-01-24 | |
| 2022-09-30 | $373,290 | 4,318 | Shares | Other | 2022-10-19 | |
| 2022-06-30 | $464,924 | 4,846 | Shares | Other | 2022-07-13 | |
| 2022-03-31 | $563,999 | 5,653 | Shares | Other | 2022-04-18 | |
| 2021-12-31 | $212,459 | 2,388 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $210,012 | 2,587 | Shares | Defined | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||