BERKSHIRE ASSET MANAGEMENT LLC/PA
Position in AEP — American Electric Power Co Inc
CIK 949012
WILKES BARRE, PA
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,831,419
+$137,463 QoQ
Shares Held
20,696
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#561
of 1,965 holders
Holding Since
Mar 2020
26 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, 2026BERKSHIRE ASSET MANAGEMENT LLC/PA holds $3,124,004 across 2 Utilities - Regulated Electric names. AEP ranks #1 (90.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
20,696 | $2,831,419 | |
| 2 | SO |
Southern Co
|
3,057 | $292,585 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,831,419 | 20,696 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,693,956 | 20,552 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,345,520 | 20,341 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,314,350 | 20,572 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,101,036 | 20,249 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,243,313 | 20,530 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,298,648 | 24,923 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,927,691 | 28,535 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,503,660 | 28,535 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,479,421 | 28,797 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,397,127 | 29,514 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,181,079 | 28,996 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,345,727 | 27,859 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,440,078 | 26,817 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $2,508,768 | 26,422 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,276,660 | 26,335 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,601,988 | 27,121 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,747,865 | 27,542 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,401,033 | 26,987 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,177,491 | 26,823 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,124,224 | 25,112 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,191,358 | 25,872 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,088,411 | 25,080 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,034,259 | 24,890 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,081,709 | 26,139 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,151,541 | 26,901 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||