Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$136,810
+$5,730 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,670
of 1,972 holders
Holding Since
Sep 2023
12 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, 2026SRH ADVISORS, LLC holds $1,500,280 across 7 Utilities - Regulated Electric names. AEP ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
12,592 | $1,205,180 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
1,000 | $136,810 | |
| 3 | EVRG |
Evergy, Inc.
|
1,196 | $103,370 | |
| 4 | EXC |
Exelon Corp
|
340 | $15,850 | |
| 5 | FE |
Firstenergy Corp
|
308 | $14,642 | |
| 6 | DUK |
Duke Energy CORP
|
100 | $12,658 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
110 | $11,770 |
All Filings in AEP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,810 | 1,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $131,080 | 1,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $115,310 | 1,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $112,500 | 1,000 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $103,760 | 1,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $109,270 | 1,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $92,230 | 1,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $102,600 | 1,000 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $87,740 | 1,000 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $89,457 | 1,039 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $81,220 | 1,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $75,220 | 1,000 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||