Position in AEP
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,121,782
+$146,836 QoQ
Shares Held
8,558
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CAPITAL ADVISORS INC/OK holds $104,495,648 across 7 Utilities - Regulated Electric names. AEP ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,039,289 | $100,312,174 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
8,558 | $1,121,782 | |
| 3 | NEE |
Nextera Energy Inc
|
9,328 | $866,384 | |
| 4 | DUK |
Duke Energy CORP
|
6,258 | $819,422 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,156 | $596,910 | |
| 6 | OGE |
Oge Energy Corp.
|
10,978 | $526,504 | |
| 7 | ETR |
Entergy Corp /De/
|
2,247 | $252,472 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,121,782 | 8,558 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $974,946 | 8,455 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $951,187 | 8,455 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,059,597 | 10,212 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $844,766 | 7,731 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $713,030 | 7,731 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $747,235 | 7,283 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $655,154 | 7,467 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $672,957 | 7,816 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $523,706 | 6,448 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $554,296 | 7,369 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $659,286 | 7,830 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $693,252 | 7,619 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $778,779 | 8,202 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $688,055 | 7,959 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $697,387 | 7,269 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $745,182 | 7,469 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $646,722 | 7,269 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $590,097 | 7,269 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $641,868 | 7,588 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $667,436 | 7,880 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $486,796 | 5,846 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $622,292 | 7,614 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $517,341 | 6,496 | Shares | Sole | 2020-09-02 | |
| 2020-03-31 | $465,003 | 5,814 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||