Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$749,855
-$910,797 QoQ
Shares Held
5,481
-56.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#954
of 1,972 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fisher Asset Management, LLC holds $29,346,301 across 17 Utilities - Regulated Electric names. AEP ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
117,458 | $11,241,905 | |
| 2 | NEE |
Nextera Energy Inc
|
38,176 | $3,350,707 | |
| 3 | PPL |
PPL Corp
|
77,973 | $2,834,318 | |
| 4 | OGE |
Oge Energy Corp.
|
57,643 | $2,804,908 | |
| 5 | NGG |
National Grid PLC
|
22,537 | $1,867,641 | |
| 6 | ETR |
Entergy Corp /De/
|
13,838 | $1,589,432 | |
| 7 | D |
Dominion Energy, Inc
|
14,381 | $982,078 | |
| 8 | DUK |
Duke Energy CORP
|
7,422 | $939,476 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,855 | 5,481 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,660,652 | 12,669 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $934,356 | 8,103 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $745,987 | 6,631 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $523,469 | 5,045 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $631,362 | 5,778 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $421,306 | 4,568 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $398,498 | 3,884 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $448,790 | 5,115 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $583,413 | 6,776 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $583,971 | 7,190 | Shares | Sole | 2024-03-05 | |
| 2023-09-30 | $398,515 | 5,298 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $391,445 | 4,649 | Shares | Sole | 2023-12-12 | |
| 2022-12-31 | $241,742 | 2,546 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $265,178 | 2,764 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $355,580 | 3,564 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $393,336 | 4,421 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $277,229 | 3,415 | Shares | Sole | 2021-10-26 | |
| 2021-03-31 | $250,457 | 2,957 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $387,788 | 4,657 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $275,266 | 3,368 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $406,458 | 5,082 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||