Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$177,032
+$7,415 QoQ
Shares Held
1,294
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,645
of 1,972 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Security National Bank holds $12,374,041 across 5 Utilities - Regulated Electric names. AEP ranks #4 (1.4% of the industry book) .
All Filings in AEP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,032 | 1,294 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $169,617 | 1,294 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $146,097 | 1,267 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $142,537 | 1,267 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $131,463 | 1,267 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $138,445 | 1,267 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $116,855 | 1,267 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $129,994 | 1,267 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $17,056 | 210 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||