Allen Capital Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 1601384
GRAND ISLAND, NE
Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,635,887
+$361,753 QoQ
Shares Held
41,195
+2.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#415
of 1,965 holders
Holding Since
Mar 2024
10 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, 2026Allen Capital Group, LLC holds $11,721,362 across 5 Utilities - Regulated Electric names. AEP ranks #1 (48.1% of the industry book) .
All Filings in AEP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,635,887 | 41,195 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,274,134 | 40,236 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $4,536,180 | 39,339 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,390,537 | 39,027 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,753,310 | 36,173 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,714,415 | 33,993 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,823,436 | 30,613 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $946,485 | 9,225 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $375,000 | 4,274 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $302,211 | 3,510 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||