UMB Bank, n.a.

Position in AEP — American Electric Power Co Inc

CIK 933429 Kansas City, MO

Position in AEP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,134,316

+$150,281 QoQ

Shares Held

22,910

+0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#538

of 1,968 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Utilities · as of Jun 30, 2026

UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. AEP ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	471,252	$41,361,787
2	DUK	Duke Energy CORP	175,888	$22,263,902
3	SO	Southern Co	38,937	$3,726,659
4	AEP	American Electric Power Co Inc This page	22,910	$3,134,316
5	EVRG	Evergy, Inc.	19,427	$1,679,075
6	LNT	Alliant Energy Corp	14,555	$1,110,400
7	PEG	Public Service Enterprise Group Inc	13,016	$1,056,377
8	AEE	Ameren Corp	8,742	$988,195

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,134,316	22,910	+0.6%	Shares	Defined	2026-08-13
2026-03-31	$2,984,035	22,765	-17.5%	Shares	Defined	2026-05-11
2025-12-31	$3,182,670	27,601	-1.2%	Shares	Defined	2026-02-13
2025-09-30	$3,142,237	27,931	+0.6%	Shares	Defined	2025-11-04
2025-06-30	$2,879,443	27,751	-9.1%	Shares	Defined	2025-07-11
2025-03-31	$3,337,652	30,545	-22.5%	Shares	Defined	2025-04-14
2024-12-31	$3,632,938	39,390	-3.4%	Shares	Defined	2025-01-16
2024-09-30	$4,181,976	40,760	+0.6%	Shares	Defined	2024-10-09
2024-06-30	$3,554,259	40,509	+1.0%	Shares	Defined	2024-07-29
2024-03-31	$3,452,867	40,103	-1.4%	Shares	Defined	2024-04-26
2023-12-31	$3,303,379	40,672	-0.8%	Shares	Defined	2024-01-23
2023-09-30	$3,084,620	41,008	+0.3%	Shares	Defined	2023-10-18
2023-06-30	$3,441,927	40,878	0.0%	Shares	Defined	2023-07-25
2023-03-31	$3,719,488	40,878	-0.0%	Shares	Defined	2023-04-11
2022-12-31	$3,882,789	40,893	-1.2%	Shares	Defined	2023-01-10
2022-09-30	$3,578,423	41,393	-0.9%	Shares	Defined	2022-10-13
2022-06-30	$4,007,029	41,766	-0.5%	Shares	Defined	2022-07-20
2022-03-31	$4,189,042	41,987	-5.2%	Shares	Defined	2022-04-22
2021-12-31	$3,940,747	44,293	+3.4%	Shares	Defined	2022-02-09
2021-09-30	$3,477,182	42,833	+0.1%	Shares	Sole	2021-10-18
2021-06-30	$3,621,128	42,808	-0.0%	Shares	Sole	2021-07-26
2021-03-31	$3,626,007	42,810	-0.5%	Shares	Sole	2021-04-15
2020-12-31	$3,581,276	43,008	-4.5%	Shares	Sole	2021-02-04
2020-09-30	$3,681,526	45,045	0.0%	Shares	Sole	2020-10-16
2020-06-30	$3,587,383	45,045	-0.2%	Shares	Sole	2020-07-16
2020-03-31	$3,609,976	45,136	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.