Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,596,714,535
+$697,867,509 QoQ
Shares Held
18,980,444
+31.0% QoQ
Ownership
3.49%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#6
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. AEP ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,514,030 | $5,574,626,402 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
18,980,444 | $2,596,714,535 | |
| 3 | DUK |
Duke Energy CORP
|
13,107,459 | $1,659,142,151 | |
| 4 | SO |
Southern Co
|
13,593,077 | $1,298,538,960 | |
| 5 | ETR |
Entergy Corp /De/
|
9,808,504 | $1,126,604,759 | |
| 6 | D |
Dominion Energy, Inc
|
11,169,924 | $762,794,100 | |
| 7 | EXC |
Exelon Corp
|
16,111,485 | $751,117,419 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894,693 | $633,943,843 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,596,714,535 | 18,980,444 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,898,847,026 | 14,486,169 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,690,658,839 | 14,661,858 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,618,872,634 | 14,389,979 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,456,195,948 | 14,034,271 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,513,954,199 | 13,855,168 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,172,769,653 | 12,715,707 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,257,393,978 | 12,255,302 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,064,783,590 | 12,135,669 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,088,927,099 | 12,647,237 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $971,556,722 | 11,962,038 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,120,240,171 | 14,892,850 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,204,540,356 | 14,305,705 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,266,580,883 | 13,920,001 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,268,278,192 | 13,357,327 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $933,412,315 | 10,797,135 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,016,102,454 | 10,591,020 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $850,271,960 | 8,522,321 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $710,411,744 | 7,984,846 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $609,771,551 | 7,511,352 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $521,380,273 | 6,163,616 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $432,121,185 | 5,101,785 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $441,189,187 | 5,298,297 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $363,698,332 | 4,449,998 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $317,916,584 | 3,991,921 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $329,358,915 | 4,118,016 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||