Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,583,135
-$150,544,670 QoQ
Shares Held
33,500
-97.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#459
of 1,972 holders
Holding Since
Mar 2020
21 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, 20261832 Asset Management L.P. holds $1,086,055,984 across 16 Utilities - Regulated Electric names. AEP ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
7,343,075 | $420,244,182 | |
| 2 | ETR |
Entergy Corp /De/
|
2,731,591 | $313,750,542 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
1,242,563 | $100,846,413 | |
| 4 | NEE |
Nextera Energy Inc
|
887,024 | $77,854,096 | |
| 5 | SO |
Southern Co
|
495,642 | $47,437,895 | |
| 6 | CMS |
Cms Energy Corp
|
563,125 | $43,079,062 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
312,450 | $36,484,786 | |
| 8 | LNT |
Alliant Energy Corp
|
270,700 | $20,651,703 |
All Filings in AEP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,583,135 | 33,500 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||