Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$767,093
-$19,649 QoQ
Shares Held
5,607
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#939
of 1,972 holders
Holding Since
Mar 2022
17 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, 2026Mendel Money Management holds $3,585,066 across 5 Utilities - Regulated Electric names. AEP ranks #3 (21.4% of the industry book) .
All Filings in AEP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,093 | 5,607 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $786,742 | 6,002 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $668,567 | 5,798 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $674,775 | 5,998 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $688,758 | 6,638 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $719,870 | 6,588 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $599,495 | 6,500 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $660,744 | 6,440 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $559,868 | 6,381 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $547,337 | 6,357 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $478,548 | 5,892 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $404,081 | 5,372 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $410,390 | 4,874 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $386,161 | 4,244 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $371,064 | 3,908 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $302,402 | 3,498 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $275,165 | 2,758 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||