Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,545,335
+$1,826,616 QoQ
Shares Held
128,246
+6.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#244
of 1,965 holders
Holding Since
Mar 2020
25 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, 2026BOKF, NA holds $91,835,441 across 24 Utilities - Regulated Electric names. AEP ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
166,096 | $21,024,431 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
128,246 | $17,545,335 | |
| 3 | FE |
Firstenergy Corp
|
327,898 | $15,588,270 | |
| 4 | CMS |
Cms Energy Corp
|
141,275 | $10,807,537 | |
| 5 | NEE |
Nextera Energy Inc
|
98,620 | $8,655,876 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
41,074 | $3,333,565 | |
| 7 | CNP |
Centerpoint Energy Inc
|
73,930 | $3,255,876 | |
| 8 | SO |
Southern Co
|
28,580 | $2,735,391 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,545,335 | 128,246 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,718,719 | 119,917 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,232,136 | 123,425 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $14,294,475 | 127,062 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,126,054 | 126,504 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,179,202 | 129,763 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,004,925 | 108,478 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,178,516 | 118,699 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,732,674 | 99,529 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $8,668,978 | 100,685 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,030,828 | 74,253 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,926,206 | 118,668 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $17,431,504 | 207,025 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $18,970,504 | 208,490 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $22,446,559 | 236,404 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $22,138,893 | 256,089 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $22,751,594 | 237,144 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $11,631,485 | 116,583 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $9,654,045 | 108,509 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $10,143,196 | 124,947 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $10,618,245 | 125,363 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $15,187,865 | 182,393 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $15,177,832 | 185,707 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $13,859,589 | 174,028 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $12,895,095 | 161,229 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||