Alpha Cubed Investments, LLC
Holdings in AEP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $74,305,879 | 644,401 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $74,880,225 | 665,602 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $68,371,406 | 658,938 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $64,186,399 | 587,411 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $50,351,492 | 545,934 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $43,882,840 | 427,708 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $37,151,923 | 423,432 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $35,126,389 | 407,972 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $13,838,750 | 170,386 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $21,123,280 | 280,820 | Shares | Sole | 2023-10-19 |
| 2023-06-30 | $23,336,956 | 277,161 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $26,252,707 | 288,523 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $28,525,828 | 300,430 | Shares | Sole | 2023-01-25 |
| 2022-09-30 | $28,778,254 | 332,889 | Shares | Sole | 2022-11-04 |
| 2022-06-30 | $33,323,032 | 347,332 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $29,147,107 | 292,143 | Shares | Sole | 2022-04-22 |
| 2021-12-31 | $22,861,998 | 256,963 | Shares | Sole | 2022-01-19 |
| 2021-09-30 | $20,133,532 | 248,011 | Shares | Sole | 2021-10-26 |
| 2021-06-30 | $21,911,516 | 259,032 | Shares | Sole | 2021-07-20 |
| 2021-03-31 | $19,360,641 | 228,579 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $18,463,623 | 221,732 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $17,406,691 | 212,978 | Shares | Sole | 2020-10-14 |
| 2020-06-30 | $17,059,764 | 214,211 | Shares | Sole | 2020-07-13 |
| 2020-03-31 | $17,759,718 | 222,052 | Shares | Sole | 2020-04-10 |