NextEra Energy tops AEP with stronger earnings revisions, higher margins and ROE, and a larger capital investment plan despite its premium valuation.
Both GEV and AEP are positioned to benefit from surging electricity demand, AI data centers, and the massive U.S. grid expansion.
Thiel Macro LLC resurfaced in mid-August with a $418.7 million book spread across exactly eight positions as of June 30, 2026, according to 13f.info's rendering of the filing.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,761 | $1.39M | $1.63M | $239,420.57 | 17.26% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 1,261 | $106,963.14 | $161,218.85 | $54,255.71 | 50.72% |
Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 657,656 | $55.18M | $80.79M | $25.6M | 46.4% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,239 | $210,785.18 | $286,256.15 | $75,470.97 | 35.8% |
| LC Lisa Candera CIGNA INVESTMENTS Inc. /NEW | 5,168 | $426,601.23 | $660,728.8 | $234,127.57 | 54.88% |
| Electric Utilities Industry | Utilities Sector | William J. Fehrman CEO | NASDAQ (NGS) Exchange | 025537101 CUSIP |
| US Country | 17,581 Employees | 10 Mar 2026 Last Dividend | - Last Split | 2 Jan 1970 IPO Date |
American Electric Power Company, Inc. (AEP) stands as a pivotal force in the electric utility sector within the United States. Established in 1906 and rooted in Columbus, Ohio, AEP operates as a publicly traded electric utility holding company. It has laid out its operational footprint through a spectrum of segments designed to harness, transmit, and distribute electricity. These segments include Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Generation & Marketing. Serving both retail and wholesale customers, AEP's expansive network and diversified energy sources enable it to play a critical role in the energy market.
AEP generates electricity through a variety of sources, signaling its commitment to both traditional and renewable energy. These sources span coal and lignite, natural gas, and nuclear, along with renewable sources such as hydro, solar, wind, and others. This diversified portfolio allows AEP to meet energy demands while transitioning towards more sustainable energy solutions.
The company’s extensive infrastructure for the transmission and distribution of electricity ensures reliability and accessibility for its retail and wholesale customers alike. AEP’s operational strategies and systems are designed to efficiently manage and distribute electric power across vast areas, underpinning the essential services that power daily life.
AEP also plays a significant role in the wholesale market, supplying and marketing electric power to other electric utility companies, rural electric cooperatives, municipalities, and various market participants. This aspect of AEP's operations facilitates the broader distribution of energy resources and supports the electricity supply chain at multiple levels.