Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$80,033
+$3,483 QoQ
Shares Held
585
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,722
of 1,965 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARRETT & COMPANY, INC. holds $876,938 across 15 Utilities - Regulated Electric names. AEP ranks #6 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,651 | $208,983 | |
| 2 | SO |
Southern Co
|
1,150 | $110,066 | |
| 3 | NGG |
National Grid PLC
|
1,223 | $101,350 | |
| 4 | ED |
Consolidated Edison Inc
|
819 | $90,605 | |
| 5 | NEE |
Nextera Energy Inc
|
1,011 | $88,735 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
585 | $80,033 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
540 | $63,055 | |
| 8 | LNT |
Alliant Energy Corp
|
350 | $26,701 |
All Filings in AEP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,033 | 585 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $76,550 | 584 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $67,341 | 584 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $65,587 | 583 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $60,388 | 582 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $55,290 | 506 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $46,576 | 505 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $51,710 | 504 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $44,133 | 503 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $42,877 | 498 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $40,366 | 497 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $37,309 | 496 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $33,343 | 396 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $36,032 | 396 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $37,600 | 396 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $34,234 | 396 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||