BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in AEP — American Electric Power Co Inc
CIK 911274
CANTON, OH
Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,948,995
+$25,134 QoQ
Shares Held
14,246
-2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#647
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $7,802,349 across 9 Utilities - Regulated Electric names. AEP ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
30,075 | $2,053,821 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
14,246 | $1,948,995 | |
| 3 | PCG |
PG&E Corp
|
57,881 | $973,558 | |
| 4 | EIX |
Edison International
|
12,240 | $911,268 | |
| 5 | FE |
Firstenergy Corp
|
10,649 | $506,253 | |
| 6 | DUK |
Duke Energy CORP
|
3,849 | $487,206 | |
| 7 | ES |
Eversource Energy
|
5,573 | $402,760 | |
| 8 | SO |
Southern Co
|
3,098 | $296,509 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,948,995 | 14,246 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,923,861 | 14,677 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,649,163 | 14,302 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,813,612 | 16,121 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,728,226 | 16,656 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,724,717 | 15,784 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,467,932 | 15,916 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,634,315 | 15,929 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,394,627 | 15,895 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $4,412,108 | 51,244 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $3,461,190 | 42,615 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,473,057 | 46,172 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,743,953 | 44,465 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $3,703,383 | 40,701 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,378,795 | 35,585 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,662,314 | 30,796 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $2,816,030 | 29,352 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,885,947 | 28,926 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $2,663,050 | 29,932 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,875,420 | 23,102 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,432,700 | 16,937 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,434,563 | 16,937 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,356,884 | 16,295 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,398,727 | 17,114 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,342,252 | 16,854 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,464,673 | 18,313 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||