Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,362
+$1,146 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,827
of 1,972 holders
Holding Since
Jun 2025
5 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, 2026Lavaca Capital LLC holds $2,064,091 across 7 Utilities - Regulated Electric names. AEP ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,000 | $1,053,240 | |
| 2 | AEE |
Ameren Corp
|
7,551 | $853,565 | |
| 3 | ETR |
Entergy Corp /De/
|
550 | $63,173 | |
| 4 | AEP |
American Electric Power Co Inc
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|
200 | $27,362 | |
| 5 | EVRG |
Evergy, Inc.
|
300 | $25,929 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
200 | $23,354 | |
| 7 | DUK |
Duke Energy CORP
|
138 | $17,468 |
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,362 | 200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,216 | 200 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $23,062 | 200 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,500 | 200 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,752 | 200 | Shares | Sole | 2025-08-28 | |
| No filing history on record for this holder in this stock. | ||||||