Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,562,856
+$557,155 QoQ
Shares Held
55,280
+3.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#360
of 1,968 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $114,074,643 across 29 Utilities - Regulated Electric names. AEP ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
490,853 | $43,082,167 | |
| 2 | SO |
Southern Co
|
134,778 | $12,899,602 | |
| 3 | DUK |
Duke Energy CORP
|
99,204 | $12,557,242 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
55,280 | $7,562,856 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,275 | $5,403,531 | |
| 6 | ED |
Consolidated Edison Inc
|
29,645 | $3,279,626 | |
| 7 | XEL |
Xcel Energy Inc
|
39,054 | $3,136,036 | |
| 8 | ETR |
Entergy Corp /De/
|
24,234 | $2,783,517 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,562,856 | 55,280 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,005,701 | 53,446 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,455,546 | 47,312 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,352,637 | 47,579 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,941,881 | 47,628 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,260,109 | 38,987 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,652,031 | 39,597 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,994,628 | 38,934 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,393,081 | 38,672 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,427,124 | 39,804 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,190,484 | 39,282 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,999,698 | 39,879 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,479,144 | 41,320 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,752,700 | 41,243 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,956,091 | 41,665 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,500,274 | 40,489 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,081,287 | 42,540 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,130,178 | 41,397 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,931,406 | 44,188 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,235,104 | 39,851 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,420,481 | 40,436 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,409,767 | 40,257 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,475,106 | 41,733 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,454,972 | 42,273 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,534,822 | 19,272 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,605,118 | 20,069 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||