Position in AEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$624,674
+$26,163 QoQ
Shares Held
4,566
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,012
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026INVESTMENT HOUSE LLC holds $3,976,913 across 5 Utilities - Regulated Electric names. AEP ranks #3 (15.7% of the industry book) .
All Filings in AEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,674 | 4,566 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $598,511 | 4,566 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $569,746 | 4,941 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $598,050 | 5,316 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $618,098 | 5,957 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $689,165 | 6,307 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $476,460 | 5,166 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $530,031 | 5,166 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $459,143 | 5,233 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $493,611 | 5,733 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $465,634 | 5,733 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $431,236 | 5,733 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $482,718 | 5,733 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $521,645 | 5,733 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $531,720 | 5,600 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $492,765 | 5,700 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $546,858 | 5,700 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $568,689 | 5,700 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $507,129 | 5,700 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $462,726 | 5,700 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $482,163 | 5,700 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $482,790 | 5,700 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $474,639 | 5,700 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $465,861 | 5,700 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $453,948 | 5,700 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $455,886 | 5,700 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||