Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$292,636
+$12,256 QoQ
Shares Held
2,139
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,393
of 1,972 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alta Advisers Ltd holds $1,848,175 across 5 Utilities - Regulated Electric names. AEP ranks #3 (15.8% of the industry book) .
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,636 | 2,139 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $280,380 | 2,139 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $246,648 | 2,139 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $308,137 | 2,739 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $284,198 | 2,739 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $299,290 | 2,739 | Shares | Defined | 2025-04-25 | |
| 2024-09-30 | $102,600 | 1,000 | Shares | Defined | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||