Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$12,995,034
-$956,072 QoQ
Shares Held
94,986
-10.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#272
of 1,968 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, 2026AMALGAMATED BANK holds $210,182,416 across 30 Utilities - Regulated Electric names. AEP ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
364,555 | $31,996,992 | |
| 2 | SO |
Southern Co
|
197,480 | $18,900,810 | |
| 3 | DUK |
Duke Energy CORP
|
136,338 | $17,257,664 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
94,986 | $12,995,034 | |
| 5 | D |
Dominion Energy, Inc
|
153,393 | $10,475,207 | |
| 6 | ETR |
Entergy Corp /De/
|
80,349 | $9,228,886 | |
| 7 | XEL |
Xcel Energy Inc
|
108,432 | $8,707,089 | |
| 8 | EXC |
Exelon Corp
|
178,644 | $8,328,383 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,995,034 | 94,986 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,951,106 | 106,432 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,456,509 | 99,354 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,675,362 | 103,781 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,954,358 | 105,574 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,462,860 | 104,904 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $9,564,435 | 103,702 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,833,021 | 105,585 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $9,334,044 | 106,383 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,265,479 | 107,613 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,057,797 | 123,834 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,882,704 | 131,384 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,904,573 | 129,508 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $12,365,813 | 135,903 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $12,672,976 | 133,470 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,736,970 | 135,766 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $13,055,707 | 136,082 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,576,906 | 126,059 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $12,013,174 | 135,025 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $11,060,775 | 136,250 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $11,895,130 | 140,621 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,299,012 | 27,143 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,342,551 | 28,132 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,304,377 | 28,195 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,291,481 | 28,773 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,769,197 | 72,133 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||