Position in AEP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$155,127,805
+$149,182,998 QoQ
Shares Held
1,183,459
+2195.5% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 20261832 Asset Management L.P. holds $1,272,966,860 across 18 Utilities - Regulated Electric names. AEP ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
7,561,136 | $421,835,777 | |
| 2 | ETR |
Entergy Corp /De/
|
2,381,087 | $267,538,935 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
1,183,459 | $155,127,805 | |
| 4 | NEE |
Nextera Energy Inc
|
1,353,916 | $125,751,718 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
1,240,639 | $100,429,727 | |
| 6 | SO |
Southern Co
|
565,262 | $54,559,088 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
295,643 | $34,226,590 | |
| 8 | CMS |
Cms Energy Corp
|
405,712 | $31,475,136 |
All Filings in AEP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $155,127,805 | 1,183,459 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,944,807 | 51,555 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,415,262 | 21,469 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,733,038 | 26,340 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,057,554 | 18,830 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,299,755 | 24,935 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,317,286 | 227,264 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,965,533 | 250,348 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,875,258 | 21,780 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,880,892 | 23,158 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,638,291 | 21,780 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,786,387 | 21,216 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,320,788 | 278,281 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $69,932,099 | 736,515 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $64,218,690 | 742,842 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $71,346,836 | 743,661 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $80,963,454 | 811,501 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $284,941 | 3,510 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $2,620,156 | 32,900 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,631,342 | 32,900 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||