Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,260
+$429 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,886
of 1,972 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NBT BANK N A /NY holds $12,294,721 across 23 Utilities - Regulated Electric names. AEP ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
80,095 | $7,029,937 | |
| 2 | SO |
Southern Co
|
18,501 | $1,770,729 | |
| 3 | D |
Dominion Energy, Inc
|
16,131 | $1,101,584 | |
| 4 | DUK |
Duke Energy CORP
|
4,285 | $542,394 | |
| 5 | DTE |
Dte Energy Co
|
2,684 | $408,961 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,250 | $344,929 | |
| 7 | LNT |
Alliant Energy Corp
|
2,743 | $209,263 | |
| 8 | EXC |
Exelon Corp
|
4,144 | $193,193 |
All Filings in AEP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,260 | 75 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $9,831 | 75 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $8,648 | 75 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $8,437 | 75 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $7,782 | 75 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $8,195 | 75 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $6,917 | 75 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $7,695 | 75 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||