MERCER GLOBAL ADVISORS INC /ADV
Position in AEP — American Electric Power Co Inc
CIK 853758
DENVER, CO
Position in AEP
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$28,718,197
+$3,363,655 QoQ
Shares Held
209,913
+8.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#195
of 1,978 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. AEP ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
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|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in AEP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,718,197 | 209,913 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $25,354,542 | 193,428 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,929,739 | 198,853 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $19,782,337 | 175,843 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,242,655 | 146,903 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,154,593 | 175,296 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,862,076 | 150,299 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $6,522,859 | 80,311 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,209,737 | 69,260 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,097,847 | 72,421 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,943,719 | 76,313 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $7,347,990 | 77,388 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,798,374 | 67,072 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,755,396 | 28,720 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,814,212 | 28,207 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,156,365 | 24,237 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,922,585 | 23,683 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,962,995 | 23,206 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,680,024 | 19,835 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,696,709 | 20,376 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,097,682 | 25,666 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $2,209,850 | 27,748 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,598,310 | 32,487 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||