CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AEP — American Electric Power Co Inc
CIK 884546
SAN FRANCISCO, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$488,261,892
+$27,910,768 QoQ
Shares Held
3,568,905
+1.6% QoQ
Ownership
0.656%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#28
of 1,978 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. AEP ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,261,892 | 3,568,905 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $460,351,124 | 3,511,986 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $392,667,795 | 3,405,323 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $379,960,087 | 3,377,423 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $348,638,061 | 3,360,043 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $363,472,777 | 3,326,373 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $302,965,496 | 3,284,891 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $326,596,320 | 3,183,200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $274,778,253 | 3,131,733 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $263,843,118 | 3,064,380 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $242,311,179 | 2,983,393 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $213,291,349 | 2,835,567 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $233,321,736 | 2,771,042 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $253,990,304 | 2,791,409 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $263,473,621 | 2,774,867 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $235,497,666 | 2,724,091 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $256,110,966 | 2,669,491 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $257,495,594 | 2,580,892 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $221,915,201 | 2,494,270 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $194,483,413 | 2,395,706 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $198,947,982 | 2,351,909 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $192,158,212 | 2,268,692 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $183,142,872 | 2,199,386 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $177,560,223 | 2,172,522 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $185,256,656 | 2,326,176 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $180,541,493 | 2,257,333 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||