MARTINGALE ASSET MANAGEMENT L P
Position in AEP — American Electric Power Co Inc
CIK 936944
BOSTON, MA
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,273,270
+$478,084 QoQ
Shares Held
155,495
-2.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#221
of 1,983 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $222,459,976 across 20 Utilities - Regulated Electric names. AEP ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
223,640 | $24,741,293 | |
| 2 | DTE |
Dte Energy Co
|
154,854 | $23,595,103 | |
| 3 | AEE |
Ameren Corp
|
201,750 | $22,805,820 | |
| 4 | EXC |
Exelon Corp
|
465,479 | $21,700,630 | |
| 5 | AEP |
American Electric Power Co Inc
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|
155,495 | $21,273,270 | |
| 6 | EIX |
Edison International
|
243,047 | $18,094,849 | |
| 7 | OGE |
Oge Energy Corp.
|
355,297 | $17,288,752 | |
| 8 | ETR |
Entergy Corp /De/
|
146,979 | $16,882,007 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,273,270 | 155,495 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $20,795,186 | 158,645 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,003,318 | 164,802 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,071,562 | 169,525 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,087,067 | 183,954 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,237,896 | 185,210 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,757,503 | 192,535 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,575,332 | 112,820 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $656,821 | 7,486 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $412,074 | 4,786 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $965,380 | 11,886 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,121,204 | 28,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,812,476 | 294,685 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $28,064,226 | 308,432 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $29,182,407 | 307,345 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,314,246 | 246,550 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,897,310 | 249,086 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,019,003 | 100,421 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,030,365 | 101,499 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,105,211 | 161,434 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,179,835 | 262,204 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,525,996 | 254,144 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $18,322,980 | 220,043 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $16,940,503 | 207,274 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,281,043 | 204,433 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $16,758,528 | 209,534 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||