Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$234,765
-$17,757 QoQ
Shares Held
1,716
-25.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,528
of 1,972 holders
Holding Since
Dec 2021
11 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, 2026HEADINVEST, LLC holds $2,545,698 across 4 Utilities - Regulated Electric names. AEP ranks #4 (9.2% of the industry book) .
All Filings in AEP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,765 | 1,716 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $252,522 | 2,311 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $213,143 | 2,311 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $234,748 | 2,288 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $200,749 | 2,288 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $172,103 | 2,288 | Shares | Sole | 2023-12-11 | |
| 2023-03-31 | $208,185 | 2,288 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $219,619 | 2,313 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $221,909 | 2,313 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $228,273 | 2,288 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $203,563 | 2,288 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||