Position in AEP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$26,566,313
+$1,377,194 QoQ
Shares Held
194,184
+1.1% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#198
of 1,965 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GODSEY & GIBB, INC holds $137,177,029 across 11 Utilities - Regulated Electric names. AEP ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
259,761 | $29,836,148 | |
| 2 | LNT |
Alliant Energy Corp
|
366,907 | $27,991,335 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
194,184 | $26,566,313 | |
| 4 | D |
Dominion Energy, Inc
|
387,155 | $26,438,814 | |
| 5 | DUK |
Duke Energy CORP
|
202,322 | $25,609,918 | |
| 6 | SO |
Southern Co
|
4,543 | $434,810 | |
| 7 | NEE |
Nextera Energy Inc
|
2,506 | $219,951 | |
| 8 | DTE |
Dte Energy Co
|
400 | $60,948 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,566,313 | 194,184 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $25,189,119 | 192,166 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $22,063,415 | 191,340 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $21,654,225 | 192,482 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $20,065,835 | 193,387 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $20,753,869 | 189,932 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $17,687,131 | 191,772 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $19,137,567 | 186,526 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $16,589,440 | 189,075 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $16,629,698 | 193,144 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $15,563,213 | 191,618 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $15,279,062 | 203,125 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $16,672,947 | 198,016 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $18,389,988 | 202,110 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $18,858,494 | 198,615 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $17,538,370 | 202,873 | Shares | Sole | 2022-10-24 | |
| 2021-12-31 | $18,251,127 | 205,138 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $15,992,376 | 188,812 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,085,453 | 169,154 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,406,417 | 164,033 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $13,072,587 | 164,146 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $200,989 | 2,513 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||