MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in AEP — American Electric Power Co Inc
CIK 912938
Boston, MA
Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$571,441,140
-$17,561,333 QoQ
Shares Held
4,176,896
-7.0% QoQ
Ownership
0.768%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#25
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 10%
None 1%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,527,476,055 across 26 Utilities - Regulated Electric names. AEP ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
101,483,416 | $1,706,951,053 | |
| 2 | DUK |
Duke Energy CORP
|
12,742,489 | $1,612,944,254 | |
| 3 | D |
Dominion Energy, Inc
|
20,030,451 | $1,367,879,497 | |
| 4 | SO |
Southern Co
|
13,831,354 | $1,323,798,889 | |
| 5 | XEL |
Xcel Energy Inc
|
16,269,553 | $1,306,445,102 | |
| 6 | NEE |
Nextera Energy Inc
|
12,519,204 | $1,098,810,531 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
4,176,896 | $571,441,140 | |
| 8 | CMS |
Cms Energy Corp
|
7,242,159 | $554,025,162 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,441,140 | 4,176,896 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $589,002,473 | 4,493,458 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $519,822,206 | 4,508,041 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $521,118,335 | 4,632,163 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $497,040,175 | 4,790,287 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $529,037,696 | 4,841,564 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $451,978,000 | 4,900,553 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $522,729,863 | 5,094,833 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $453,087,164 | 5,163,975 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $452,351,747 | 5,253,795 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $490,127,774 | 6,034,570 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $467,705,095 | 6,217,829 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $551,833,579 | 6,553,843 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $749,624,205 | 8,238,534 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $840,811,016 | 8,855,303 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $758,556,212 | 8,774,508 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $948,730,221 | 9,888,787 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,073,309,792 | 10,757,841 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $922,747,191 | 10,371,442 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $809,799,641 | 9,975,359 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $851,636,635 | 10,067,817 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $875,052,466 | 10,331,198 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $866,911,475 | 10,410,850 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $916,265,626 | 11,210,885 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $656,030,512 | 8,237,450 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $539,205,000 | 6,741,748 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||