Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$232,577
+$9,741 QoQ
Shares Held
1,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,534
of 1,972 holders
Holding Since
Mar 2020
14 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, 2026Aldebaran Financial Inc. holds $914,603 across 3 Utilities - Regulated Electric names. AEP ranks #3 (25.4% of the industry book) .
All Filings in AEP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,577 | 1,700 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $222,836 | 1,700 | Shares | Sole | 2026-05-14 | |
| 2023-03-31 | $209,277 | 2,300 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $237,375 | 2,500 | Shares | Sole | 2023-03-06 | |
| 2022-09-30 | $216,125 | 2,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $239,850 | 2,500 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $249,425 | 2,500 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $213,528 | 2,400 | Shares | Sole | 2022-02-16 | |
| 2021-06-30 | $203,016 | 2,400 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $203,280 | 2,400 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $307,266 | 3,690 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $301,583 | 3,690 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $293,871 | 3,690 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $303,124 | 3,790 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||