Position in AEP
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$28,780,710
-$2,723,365 QoQ
Shares Held
219,566
-19.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 36.99798693786834.ToString("F0")%
Shared 0.536512939161801.ToString("F0")%
None 62.465500122969864.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $937,792,645 across 31 Utilities - Regulated Electric names. AEP ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
2,376,207 | $266,990,617 | |
| 2 | EVRG |
Evergy, Inc.
|
1,908,444 | $156,339,731 | |
| 3 | NEE |
Nextera Energy Inc
|
1,091,056 | $101,337,281 | |
| 4 | DUK |
Duke Energy CORP
|
720,319 | $94,318,569 | |
| 5 | SO |
Southern Co
|
971,154 | $93,735,783 | |
| 6 | CMS |
Cms Energy Corp
|
376,855 | $29,236,410 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
219,566 | $28,780,710 | |
| 8 | PPL |
PPL Corp
|
739,248 | $28,239,273 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,780,710 | 219,566 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $31,504,075 | 273,212 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $33,709,725 | 299,642 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $31,762,076 | 306,111 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $33,354,666 | 305,250 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $29,105,389 | 315,574 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $33,952,083 | 330,917 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $33,557,827 | 382,469 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $34,294,575 | 398,311 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $32,942,911 | 405,601 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $36,505,768 | 485,320 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $43,385,985 | 515,273 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $71,555,171 | 786,407 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $97,481,080 | 1,026,657 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $85,729,696 | 991,668 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $93,621,608 | 975,835 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $85,740,840 | 859,385 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $44,020,574 | 494,780 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $41,360,640 | 509,493 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $44,471,245 | 525,727 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $39,578,784 | 467,282 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $36,621,810 | 439,796 | Shares | Sole | 2021-11-19 | |
| 2020-09-30 | $36,820,099 | 450,509 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $34,138,958 | 428,666 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $26,658,051 | 333,309 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||