Position in AEP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$188,250
+$10,244 QoQ
Shares Held
1,376
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,639
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026CENTAURUS FINANCIAL, INC. holds $8,080,468 across 9 Utilities - Regulated Electric names. AEP ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
38,678 | $3,701,871 | |
| 2 | NEE |
Nextera Energy Inc
|
17,228 | $1,512,101 | |
| 3 | DTE |
Dte Energy Co
|
6,206 | $945,608 | |
| 4 | ED |
Consolidated Edison Inc
|
6,331 | $700,398 | |
| 5 | DUK |
Duke Energy CORP
|
4,737 | $599,609 | |
| 6 | AEP |
American Electric Power Co Inc
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|
1,376 | $188,250 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,386 | $161,843 | |
| 8 | ES |
Eversource Energy
|
2,068 | $149,454 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,250 | 1,376 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $178,006 | 1,358 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $197,064 | 1,709 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $193,837 | 1,723 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $238,336 | 2,297 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $262,466 | 2,402 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $217,662 | 2,360 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $319,086 | 3,110 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $233,827 | 2,665 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $231,178 | 2,685 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $280,046 | 3,448 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $252,062 | 3,351 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $285,017 | 3,385 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $390,347 | 4,290 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $400,024 | 4,213 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $329,806 | 3,815 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $348,741 | 3,635 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $331,236 | 3,320 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $288,618 | 3,244 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $237,289 | 2,923 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $245,733 | 2,905 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $245,968 | 2,904 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $212,005 | 2,546 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $210,046 | 2,570 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $212,877 | 2,673 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $213,866 | 2,674 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||