Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$859,166
+$49,223 QoQ
Shares Held
6,280
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#890
of 1,968 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Family Legacy, Inc. holds $10,918,881 across 4 Utilities - Regulated Electric names. AEP ranks #3 (7.9% 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 | $859,166 | 6,280 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $809,943 | 6,179 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $737,753 | 6,398 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $712,912 | 6,337 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $653,791 | 6,301 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $638,027 | 5,839 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $542,681 | 5,884 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $616,420 | 6,008 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $498,626 | 5,683 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $493,611 | 5,733 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $639,607 | 7,875 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $736,403 | 9,790 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $821,371 | 9,755 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $886,333 | 9,741 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $915,412 | 9,641 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $742,000 | 8,583 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $801,866 | 8,358 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $804,046 | 8,059 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $713,183 | 8,016 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $753,675 | 9,284 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $785,333 | 9,284 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $786,354 | 9,284 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $770,247 | 9,250 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $751,916 | 9,200 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $732,688 | 9,200 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $743,014 | 9,290 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||