Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$474,457
+$19,872 QoQ
Shares Held
3,468
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,141
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026E&G Advisors, LP holds $3,478,649 across 4 Utilities - Regulated Electric names. AEP ranks #4 (13.6% 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 | $474,457 | 3,468 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $454,585 | 3,468 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $399,895 | 3,468 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $390,150 | 3,468 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $359,839 | 3,468 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $378,948 | 3,468 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $329,076 | 3,568 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $355,816 | 3,468 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $304,282 | 3,468 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $307,204 | 3,568 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $290,117 | 3,572 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $268,384 | 3,568 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $300,425 | 3,568 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $324,652 | 3,568 | Shares | Sole | 2023-07-20 | |
| 2022-12-31 | $338,781 | 3,568 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $325,743 | 3,768 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $361,501 | 3,768 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $375,933 | 3,768 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $335,238 | 3,768 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $305,886 | 3,768 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $336,000 | 0 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $319,149 | 3,768 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $246,895 | 2,965 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $242,329 | 2,965 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $262,812 | 3,300 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $263,934 | 3,300 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||