Position in AEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,416,667
+$59,728 QoQ
Shares Held
10,355
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#734
of 1,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HM PAYSON & CO holds $18,652,682 across 29 Utilities - Regulated Electric names. AEP ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
91,564 | $8,036,572 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
12,792 | $1,493,721 | |
| 3 | AEP |
American Electric Power Co Inc
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|
10,355 | $1,416,667 | |
| 4 | D |
Dominion Energy, Inc
|
18,239 | $1,245,541 | |
| 5 | ED |
Consolidated Edison Inc
|
11,196 | $1,238,613 | |
| 6 | SO |
Southern Co
|
9,929 | $950,304 | |
| 7 | DUK |
Duke Energy CORP
|
7,469 | $945,425 | |
| 8 | ETR |
Entergy Corp /De/
|
7,712 | $885,799 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,416,667 | 10,355 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,356,939 | 10,352 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,193,342 | 10,349 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,163,924 | 10,346 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $986,445 | 9,507 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $879,841 | 8,052 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $660,274 | 7,159 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $737,180 | 7,185 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $690,074 | 7,865 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $620,178 | 7,203 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $760,137 | 9,359 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $702,780 | 9,343 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $786,259 | 9,338 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $907,534 | 9,974 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $947,885 | 9,983 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $873,490 | 10,104 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $765,121 | 7,975 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $790,278 | 7,921 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $732,490 | 8,233 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $700,826 | 8,633 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $730,265 | 8,633 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $753,575 | 8,897 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $738,355 | 8,867 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $726,906 | 8,894 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $657,428 | 8,255 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $649,757 | 8,124 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||