UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in AEP — American Electric Power Co Inc
CIK 861177
NEW YORK, NY
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$316,033,693
-$83,864,511 QoQ
Shares Held
2,310,019
-24.3% QoQ
Ownership
0.425%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#36
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,778,175,435 across 39 Utilities - Regulated Electric names. AEP ranks #9 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,302,084 | $1,430,833,906 | |
| 2 | EXC |
Exelon Corp
|
13,394,412 | $624,447,481 | |
| 3 | SO |
Southern Co
|
5,681,674 | $543,793,014 | |
| 4 | ED |
Consolidated Edison Inc
|
4,847,672 | $536,297,947 | |
| 5 | DUK |
Duke Energy CORP
|
4,001,270 | $506,480,751 | |
| 6 | ES |
Eversource Energy
|
6,620,413 | $478,457,241 | |
| 7 | ETR |
Entergy Corp /De/
|
3,941,157 | $452,681,287 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,600,110 | $373,344,922 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,033,693 | 2,310,019 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $399,898,204 | 3,050,795 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $333,952,170 | 2,896,125 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $255,688,309 | 2,272,785 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $275,072,836 | 2,651,049 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $23,860,086 | 218,359 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $181,135,934 | 1,963,959 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $205,683,958 | 2,004,717 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $180,919,875 | 2,062,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $164,502,570 | 1,910,599 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $155,292,798 | 1,912,002 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $133,384,687 | 1,773,261 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $165,022,818 | 1,959,891 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $178,330,477 | 1,959,891 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $190,412,472 | 2,149,870 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $152,474,627 | 1,763,732 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $158,108,827 | 1,647,997 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $202,158,659 | 2,026,247 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $138,767,571 | 1,559,712 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $118,613,800 | 1,461,121 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $134,657,547 | 1,591,885 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $143,412,681 | 1,693,184 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $151,473,619 | 1,819,066 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $138,694,987 | 1,696,990 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $130,341,687 | 1,636,636 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $147,412,654 | 1,843,119 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||