Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$818,260
+$39,907 QoQ
Shares Held
5,981
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#909
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026Smart Money Group LLC holds $818,260 across 1 Utilities - Regulated Electric name. AEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
5,981 | $818,260 |
All Filings in AEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,260 | 5,981 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $778,353 | 5,938 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $683,096 | 5,924 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $661,050 | 5,876 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $598,591 | 5,769 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $624,696 | 5,717 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $536,686 | 5,819 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $591,386 | 5,764 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $503,627 | 5,740 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $511,175 | 5,937 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $475,705 | 5,857 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $435,824 | 5,794 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $487,854 | 5,794 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $522,100 | 5,738 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $539,695 | 5,684 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $487,318 | 5,637 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $536,784 | 5,595 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $553,823 | 5,551 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $489,957 | 5,507 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $427,006 | 5,260 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $425,826 | 5,034 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $437,983 | 5,171 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $426,758 | 5,125 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $415,106 | 5,079 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $400,907 | 5,034 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $394,061 | 4,927 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||