Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,500,187,316
+$824,942,854 QoQ
Shares Held
10,965,480
+112.9% QoQ
Ownership
2.02%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#10
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Derivatives in AEP
reported options exposure · as of Jun 30, 2026CallValue
$9,576,700
CallShares
70,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $13,626,059,436 across 42 Utilities - Regulated Electric names. AEP ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,923,451 | $2,099,761,291 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
10,965,480 | $1,500,187,316 | |
| 3 | SO |
Southern Co
|
14,601,681 | $1,396,644,767 | |
| 4 | XEL |
Xcel Energy Inc
|
10,997,965 | $883,136,586 | |
| 5 | DUK |
Duke Energy CORP
|
5,613,909 | $710,608,600 | |
| 6 | ETR |
Entergy Corp /De/
|
4,534,602 | $520,844,383 | |
| 7 | EIX |
Edison International
|
6,762,077 | $503,436,630 | |
| 8 | D |
Dominion Energy, Inc
|
7,022,714 | $479,581,136 |
All Filings in AEP
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,576,700 | 70,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $1,500,187,316 | 10,965,480 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $675,244,462 | 5,151,392 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $15,958,904 | 138,400 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $465,960,327 | 4,040,936 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $43,933,110 | 381,000 | Put | Defined | 2026-03-25 | |
| 2025-09-30 | $410,877,448 | 3,652,244 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $377,408,736 | 3,637,324 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $458,201,779 | 4,193,299 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $324,425,480 | 3,517,570 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $398,920,801 | 3,888,117 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $207,936,778 | 2,369,920 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $198,756,596 | 2,308,439 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $270,871,865 | 3,335,039 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $175,839,235 | 2,337,666 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $182,603,023 | 2,168,682 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $203,647,629 | 2,238,132 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $175,734,123 | 1,850,807 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $172,253,179 | 1,992,518 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $181,986,089 | 1,896,874 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $199,889,791 | 2,003,506 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $310,804,681 | 3,493,365 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $213,517,605 | 2,630,175 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $157,217,195 | 1,858,579 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $132,564,985 | 1,565,112 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $115,132,848 | 1,382,645 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $108,620,312 | 1,329,014 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $161,949,849 | 2,033,524 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $200,040,455 | 2,501,131 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||