Position in AEE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,844,336
+$5,542,959 QoQ
Shares Held
53,169
+1661.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026L & S Advisors Inc holds $211,234 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,544 | $211,234 |
All Filings in AEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,844,336 | 53,169 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $301,377 | 3,018 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $2,254,250 | 23,472 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,706,884 | 26,961 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||