Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,528,000
+$4,062,840 QoQ
Shares Held
33,097
+720.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#460
of 1,972 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LMR Partners LLP holds $117,159,878 across 19 Utilities - Regulated Electric names. AEP ranks #9 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXNM |
Txnm Energy Inc
|
943,488 | $53,571,248 | |
| 2 | PPL |
PPL Corp
|
305,069 | $11,089,258 | |
| 3 | XEL |
Xcel Energy Inc
|
122,875 | $9,866,861 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
103,552 | $7,416,393 | |
| 5 | ETR |
Entergy Corp /De/
|
62,858 | $7,219,869 | |
| 6 | CNP |
Centerpoint Energy Inc
|
155,871 | $6,864,557 | |
| 7 | NGG |
National Grid PLC
|
62,901 | $5,212,605 | |
| 8 | IMSR |
Terrestrial Energy Inc. /DE/
|
3,937,112 | $4,890,170 |
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,528,000 | 33,097 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $465,160 | 4,034 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $586,125 | 5,210 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $203,473 | 1,961 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||