Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,874,565
+$398,820 QoQ
Shares Held
50,249
+1.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#382
of 1,968 holders
Holding Since
Mar 2020
18 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, 2026ALLSTATE CORP holds $109,345,285 across 27 Utilities - Regulated Electric names. AEP ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
195,619 | $17,169,479 | |
| 2 | DUK |
Duke Energy CORP
|
73,439 | $9,295,907 | |
| 3 | SO |
Southern Co
|
77,975 | $7,462,986 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
50,249 | $6,874,565 | |
| 5 | D |
Dominion Energy, Inc
|
83,848 | $5,725,979 | |
| 6 | ETR |
Entergy Corp /De/
|
44,382 | $5,097,716 | |
| 7 | XEL |
Xcel Energy Inc
|
59,677 | $4,792,063 | |
| 8 | EXC |
Exelon Corp
|
95,528 | $4,453,515 |
All Filings in AEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,874,565 | 50,249 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,475,745 | 49,403 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,646,301 | 40,294 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,227,950 | 19,804 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $1,605,722 | 14,695 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,468,486 | 15,922 | Shares | Sole | 2025-02-12 | |
| 2022-12-31 | $3,267,324 | 34,411 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,968,865 | 34,342 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,294,771 | 34,342 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,426,899 | 34,348 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,534,689 | 39,729 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $942,905 | 11,615 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,133,252 | 13,397 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,268,890 | 14,981 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,202,668 | 14,443 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,037,153 | 12,690 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,184,087 | 14,868 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,890,397 | 36,139 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||