LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

Position in AEP — American Electric Power Co Inc

CIK 897599 BETHESDA, MD

Position in AEP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,208,600

-$5,030,480 QoQ

Shares Held

60,000

-40.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#348

of 1,978 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO holds $66,934,362 across 5 Utilities - Regulated Electric names. AEP ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	187,240	$23,700,839
2	NGG	National Grid PLC	214,300	$17,759,041
3	SO	Southern Co	138,590	$13,264,448
4	AEP	American Electric Power Co Inc This page	60,000	$8,208,600
5	NEE	Nextera Energy Inc	45,590	$4,001,434

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,208,600	60,000	-40.6%	Shares	Sole	2026-08-12
2026-03-31	$13,239,080	101,000	-60.0%	Shares	Sole	2026-05-07
2025-12-31	$29,138,837	252,700	+153.7%	Shares	Sole	2026-02-05
2025-09-30	$11,205,000	99,600	+7.4%	Shares	Sole	2025-10-30
2025-06-30	$9,618,552	92,700	+490.4%	Shares	Sole	2025-08-04
2024-06-30	$1,377,518	15,700	-41.0%	Shares	Sole	2024-08-07
2024-03-31	$2,290,260	26,600	-13.1%	Shares	Sole	2024-05-13
2023-12-31	$2,485,332	30,600	-10.0%	Shares	Sole	2024-02-12
2023-09-30	$2,557,480	34,000	0.0%	Shares	Sole	2023-11-13
2023-06-30	$2,862,800	34,000	+11.5%	Shares	Sole	2023-08-14
2023-03-31	$2,775,195	30,500	0.0%	Shares	Sole	2023-05-11
2022-12-31	$2,895,975	30,500	+4.8%	Shares	Sole	2023-02-14
2022-09-30	$2,515,695	29,100	-16.4%	Shares	Sole	2022-11-03
2022-06-30	$3,338,712	34,800	-27.7%	Shares	Sole	2022-08-12
2022-03-31	$4,798,937	48,100	-15.3%	Shares	Sole	2022-05-12
2021-12-31	$5,053,496	56,800	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.