Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,543,379
+$1,424,487 QoQ
Shares Held
25,900
+12.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#517
of 1,972 holders
Holding Since
Dec 2021
7 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, 2026PDT Partners, LLC holds $27,026,757 across 9 Utilities - Regulated Electric names. AEP ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
92,130 | $7,028,597 | |
| 2 | HE |
Hawaiian Electric Industries Inc
|
511,975 | $6,927,021 | |
| 3 | IDA |
Idacorp Inc
|
29,441 | $4,454,423 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
25,900 | $3,543,379 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
16,000 | $1,868,320 | |
| 6 | EXC |
Exelon Corp
|
29,630 | $1,381,350 | |
| 7 | NEE |
Nextera Energy Inc
|
11,900 | $1,044,463 | |
| 8 | GNE |
Genie Energy Ltd.
|
30,953 | $447,270 |
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,543,379 | 25,900 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $2,118,892 | 22,974 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,356,824 | 22,971 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,018,020 | 23,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,977,717 | 22,970 | Shares | Sole | 2024-05-15 | |
| 2022-03-31 | $2,241,732 | 22,469 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,415,380 | 38,388 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||