Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$532,190
+$22,289 QoQ
Shares Held
3,890
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,085
of 1,972 holders
Holding Since
Sep 2020
24 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, 2026Sky Investment Group LLC holds $17,180,292 across 4 Utilities - Regulated Electric names. AEP ranks #4 (3.1% of the industry book) .
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,190 | 3,890 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $509,901 | 3,890 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $506,210 | 4,390 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $502,875 | 4,470 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $463,807 | 4,470 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $488,436 | 4,470 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $412,268 | 4,470 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $458,622 | 4,470 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $392,197 | 4,470 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $440,573 | 5,117 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $423,724 | 5,217 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $392,422 | 5,217 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $430,851 | 5,117 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $382,794 | 4,207 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $385,212 | 4,057 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $350,727 | 4,057 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $389,228 | 4,057 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $404,766 | 4,057 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $360,951 | 4,057 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $317,170 | 3,907 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $330,493 | 3,907 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $330,922 | 3,907 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $325,335 | 3,907 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $244,127 | 2,987 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||