CCM INVESTMENT ADVISERS LLC
Position in AEP — American Electric Power Co Inc
CIK 931097
COLUMBIA, SC
Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,705,929
+$6,103,842 QoQ
Shares Held
78,254
+122.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#299
of 1,972 holders
Holding Since
Mar 2023
6 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, 2026CCM INVESTMENT ADVISERS LLC holds $28,836,416 across 3 Utilities - Regulated Electric names. AEP ranks #2 (37.1% of the industry book) .
All Filings in AEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,705,929 | 78,254 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,602,087 | 35,109 | Shares | Sole | 2026-05-20 | |
| 2023-12-31 | $261,528 | 3,220 | Shares | Sole | 2024-03-05 | |
| 2023-09-30 | $8,225,382 | 109,351 | Shares | Sole | 2023-12-08 | |
| 2023-06-30 | $8,470,688 | 100,602 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $8,804,738 | 96,766 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||