Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$493,884
+$40,086 QoQ
Shares Held
3,610
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,123
of 1,972 holders
Holding Since
Mar 2025
6 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, 2026Waterloo Capital, L.P. holds $12,354,822 across 12 Utilities - Regulated Electric names. AEP ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
41,471 | $3,969,189 | |
| 2 | FE |
Firstenergy Corp
|
58,982 | $2,804,004 | |
| 3 | NEE |
Nextera Energy Inc
|
31,553 | $2,769,406 | |
| 4 | EIX |
Edison International
|
7,313 | $544,452 | |
| 5 | AEP |
American Electric Power Co Inc
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|
3,610 | $493,884 | |
| 6 | XEL |
Xcel Energy Inc
|
5,063 | $406,558 | |
| 7 | DUK |
Duke Energy CORP
|
2,120 | $268,349 | |
| 8 | DTE |
Dte Energy Co
|
1,528 | $232,821 |
All Filings in AEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,884 | 3,610 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $453,798 | 3,462 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $420,189 | 3,644 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $416,362 | 3,701 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $347,077 | 3,345 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $304,207 | 2,784 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||