Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$225,736
+$9,454 QoQ
Shares Held
1,650
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,550
of 1,972 holders
Holding Since
Jun 2021
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lafayette Investments, Inc. holds $945,229 across 3 Utilities - Regulated Electric names. AEP ranks #2 (23.9% of the industry book) .
All Filings in AEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,736 | 1,650 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $216,282 | 1,650 | Shares | Sole | 2026-04-27 | |
| 2021-09-30 | $218,698 | 2,694 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $227,885 | 2,694 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||