LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in AEP — American Electric Power Co Inc
CIK 932974
BOSTON, MA
Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$282,512
+$11,832 QoQ
Shares Held
2,065
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,410
of 1,968 holders
Holding Since
Mar 2020
25 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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $6,258,847 across 9 Utilities - Regulated Electric names. AEP ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,562 | $4,964,446 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
2,065 | $282,512 | |
| 3 | SO |
Southern Co
|
2,646 | $253,248 | |
| 4 | ED |
Consolidated Edison Inc
|
2,200 | $243,386 | |
| 5 | D |
Dominion Energy, Inc
|
3,155 | $215,454 | |
| 6 | XEL |
Xcel Energy Inc
|
1,700 | $136,510 | |
| 7 | FE |
Firstenergy Corp
|
1,931 | $91,799 | |
| 8 | ES |
Eversource Energy
|
695 | $50,227 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,512 | 2,065 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $270,680 | 2,065 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $238,115 | 2,065 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $232,312 | 2,065 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $229,828 | 2,215 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $225,642 | 2,065 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $190,454 | 2,065 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $219,051 | 2,135 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $195,046 | 2,223 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $177,796 | 2,065 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $167,719 | 2,065 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $177,895 | 2,365 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $288,806 | 3,430 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $296,900 | 3,263 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $132,930 | 1,400 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $135,812 | 1,571 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $212,315 | 2,213 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $93,284 | 935 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $76,336 | 858 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $69,652 | 858 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $83,151 | 983 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $163,792 | 1,967 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $109,109 | 1,335 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $72,074 | 905 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $72,381 | 905 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||