Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$542,725
+$5,429 QoQ
Shares Held
3,967
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,076
of 1,972 holders
Holding Since
Dec 2021
15 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, 2026J2 Capital Management Inc holds $938,429 across 2 Utilities - Regulated Electric names. AEP ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
3,967 | $542,725 | |
| 2 | DTE |
Dte Energy Co
|
2,597 | $395,704 |
All Filings in AEP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,725 | 3,967 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $537,296 | 4,099 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $463,546 | 4,020 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $464,062 | 4,125 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $437,659 | 4,218 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $455,874 | 4,172 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $419,462 | 4,548 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $307,649 | 4,090 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $351,956 | 4,180 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $373,877 | 4,109 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $397,270 | 4,184 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $344,762 | 3,988 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $383,184 | 3,994 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $389,202 | 3,901 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $329,811 | 3,707 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||