Position in AEP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$241,196
-$28,828 QoQ
Shares Held
1,763
-14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,511
of 1,972 holders
Holding Since
Mar 2022
9 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, 2026Trilogy Capital Inc. holds $16,929,516 across 9 Utilities - Regulated Electric names. AEP ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
36,364 | $4,602,955 | |
| 2 | EVRG |
Evergy, Inc.
|
47,210 | $4,080,360 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
29,110 | $3,399,174 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
40,411 | $3,279,756 | |
| 5 | ETR |
Entergy Corp /De/
|
3,897 | $447,609 | |
| 6 | SO |
Southern Co
|
3,577 | $342,354 | |
| 7 | XEL |
Xcel Energy Inc
|
3,382 | $271,574 | |
| 8 | NEE |
Nextera Energy Inc
|
3,014 | $264,538 |
All Filings in AEP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,196 | 1,763 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $270,024 | 2,060 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $253,682 | 2,200 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $275,737 | 2,451 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $261,267 | 2,518 | Shares | Sole | 2025-07-18 | |
| 2022-12-31 | $2,008,382 | 21,152 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,530,683 | 17,706 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,574,279 | 16,409 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,425,314 | 14,286 | Shares | Sole | 2022-04-08 | |
| No filing history on record for this holder in this stock. | ||||||