Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$868,333
-$2,636,615 QoQ
Shares Held
6,347
-76.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#888
of 1,972 holders
Holding Since
Mar 2020
25 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, 2026Strategic Advisors LLC holds $3,507,317 across 6 Utilities - Regulated Electric names. AEP ranks #2 (24.8% of the industry book) .
All Filings in AEP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,333 | 6,347 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,504,948 | 26,739 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,083,274 | 26,739 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,993,062 | 26,605 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,751,507 | 26,518 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,897,621 | 26,518 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,445,755 | 26,518 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,663,290 | 25,958 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,277,554 | 25,958 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,234,983 | 25,958 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,108,714 | 25,963 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,952,560 | 25,958 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,254,118 | 26,771 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,435,620 | 26,768 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,531,651 | 26,663 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,296,112 | 26,560 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,547,686 | 26,555 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,706,361 | 27,126 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,448,365 | 27,519 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $388,121 | 4,781 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $266,966 | 3,156 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $206,498 | 2,438 | Shares | Sole | 2021-05-05 | |
| 2020-09-30 | $190,430 | 2,330 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $252,379 | 3,169 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $280,729 | 3,510 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||