Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$296,193
+$12,405 QoQ
Shares Held
2,165
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,388
of 1,972 holders
Holding Since
Jun 2021
20 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, 2026Family Manage LLC holds $2,806,696 across 4 Utilities - Regulated Electric names. AEP ranks #3 (10.6% of the industry book) .
All Filings in AEP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,193 | 2,165 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $283,788 | 2,165 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $269,594 | 2,338 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $243,562 | 2,165 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $224,640 | 2,165 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $257,549 | 2,357 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $223,565 | 2,179 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $221,192 | 2,521 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $217,058 | 2,521 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $213,771 | 2,632 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $230,248 | 3,061 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $257,736 | 3,061 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $278,520 | 3,061 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $290,641 | 3,061 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $248,976 | 2,880 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $276,307 | 2,880 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $287,337 | 2,880 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $256,233 | 2,880 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $263,185 | 3,242 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $275,594 | 3,258 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||