Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,764,818
+$200,613 QoQ
Shares Held
34,828
+0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#448
of 1,972 holders
Holding Since
Sep 2024
8 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, 2026EAGLE GLOBAL ADVISORS LLC holds $36,218,034 across 4 Utilities - Regulated Electric names. AEP ranks #3 (13.2% of the industry book) .
All Filings in AEP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,764,818 | 34,828 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,564,205 | 34,820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,015,094 | 34,820 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,214,000 | 19,680 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,041,996 | 19,680 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,287,021 | 20,930 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,433,949 | 26,390 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,780,460 | 27,100 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||