Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$314,389
+$13,168 QoQ
Shares Held
2,298
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,349
of 1,972 holders
Holding Since
Mar 2020
16 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, 2026Blue Fin Capital, Inc. holds $6,669,908 across 6 Utilities - Regulated Electric names. AEP ranks #5 (4.7% of the industry book) .
All Filings in AEP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,389 | 2,298 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $301,221 | 2,298 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $264,982 | 2,298 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $258,525 | 2,298 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $250,476 | 2,414 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $230,996 | 2,114 | Shares | Sole | 2025-11-21 | |
| 2024-09-30 | $216,896 | 2,114 | Shares | Sole | 2024-11-05 | |
| 2022-12-31 | $200,724 | 2,114 | Shares | Sole | 2023-01-23 | |
| 2022-06-30 | $212,986 | 2,220 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $221,489 | 2,220 | Shares | Sole | 2022-04-12 | |
| 2021-06-30 | $227,631 | 2,691 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $257,572 | 3,041 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $253,224 | 3,041 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $248,540 | 3,041 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $242,185 | 3,041 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $243,219 | 3,041 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||