Position in AEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$523,298
+$38,040 QoQ
Shares Held
3,825
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,100
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fulton Bank, N.A. holds $25,852,006 across 15 Utilities - Regulated Electric names. AEP ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
79,670 | $3,787,511 | |
| 2 | DUK |
Duke Energy CORP
|
24,295 | $3,075,260 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
24,135 | $2,818,243 | |
| 4 | NGG |
National Grid PLC
|
31,544 | $2,614,050 | |
| 5 | SO |
Southern Co
|
26,987 | $2,582,925 | |
| 6 | PPL |
PPL Corp
|
51,984 | $1,889,618 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
21,163 | $1,717,588 | |
| 8 | DTE |
Dte Energy Co
|
10,220 | $1,557,221 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,298 | 3,825 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $485,258 | 3,702 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,690,097 | 14,657 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,932,637 | 17,179 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,827,316 | 17,611 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,039,305 | 18,663 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,722,302 | 18,674 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $1,996,493 | 19,459 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,100,319 | 23,938 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,080,778 | 24,167 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,978,194 | 24,356 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,825,438 | 24,268 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,984,172 | 23,565 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $1,991,589 | 21,888 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $915,032 | 9,637 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $915,591 | 10,591 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,282,813 | 13,371 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $2,455,338 | 24,610 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $2,228,164 | 25,044 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $1,797,568 | 22,143 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $1,831,034 | 21,646 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,878,391 | 22,177 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $1,558,563 | 18,717 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $1,152,147 | 14,097 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $740,094 | 9,293 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $237,380 | 2,968 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||