CAPE ANN SAVINGS BANK
BankPosition in AEP — American Electric Power Co Inc
CIK 936938
GLOUCESTER, MA
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,593,836
+$110,666 QoQ
Shares Held
11,650
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#695
of 1,972 holders
Holding Since
Mar 2025
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, 2026CAPE ANN SAVINGS BANK holds $3,362,050 across 2 Utilities - Regulated Electric names. AEP ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,146 | $1,768,214 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
11,650 | $1,593,836 |
All Filings in AEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,593,836 | 11,650 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,483,170 | 11,315 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,283,976 | 11,135 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,137,037 | 10,107 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $964,137 | 9,292 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $294,154 | 2,692 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||