Aureus Asset Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1381296
BOSTON, MA
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$397,433
-$80,091 QoQ
Shares Held
2,905
-20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,235
of 1,972 holders
Holding Since
Mar 2021
22 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, 2026Aureus Asset Management, LLC holds $52,927,129 across 3 Utilities - Regulated Electric names. AEP ranks #2 (0.8% of the industry book) .
All Filings in AEP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,433 | 2,905 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $477,524 | 3,643 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $433,450 | 3,759 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $426,375 | 3,790 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $393,250 | 3,790 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $412,603 | 3,776 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $343,464 | 3,724 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $382,082 | 3,724 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $326,743 | 3,724 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $347,930 | 4,041 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $334,463 | 4,118 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $315,247 | 4,191 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $407,191 | 4,836 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $439,845 | 4,834 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $439,143 | 4,625 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $416,689 | 4,820 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $462,238 | 4,818 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $426,716 | 4,277 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $358,727 | 4,032 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $324,801 | 4,001 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $296,741 | 3,508 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $278,408 | 3,287 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||