QUEST INVESTMENT MANAGEMENT LLC
Position in AEP — American Electric Power Co Inc
CIK 1036248
LAKE OSWEGO, OR
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$205,215
-$89,583 QoQ
Shares Held
1,500
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,612
of 1,972 holders
Holding Since
Jun 2025
5 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, 2026QUEST INVESTMENT MANAGEMENT LLC holds $934,408 across 2 Utilities - Regulated Electric names. AEP ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
8,308 | $729,193 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
1,500 | $205,215 |
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,215 | 1,500 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $294,798 | 2,249 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $270,863 | 2,349 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $275,962 | 2,453 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $254,419 | 2,452 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||