Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,166,523
+$82,745 QoQ
Shares Held
15,836
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#616
of 1,972 holders
Holding Since
Mar 2020
20 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, 2026LITTLE HOUSE CAPITAL LLC holds $6,235,128 across 3 Utilities - Regulated Electric names. AEP ranks #2 (34.7% of the industry book) .
All Filings in AEP
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,166,523 | 15,836 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,083,778 | 15,897 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,851,071 | 16,053 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,869,412 | 16,617 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,651,962 | 15,921 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,651,834 | 15,117 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $589,626 | 6,393 | Shares | Sole | 2025-01-30 | |
| 2023-06-30 | $2,038,482 | 24,210 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,122,796 | 23,330 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,564,599 | 27,010 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,086,989 | 24,141 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,127,469 | 22,175 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,832,774 | 18,370 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,652,617 | 18,575 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,443,867 | 17,786 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,531,671 | 18,107 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $1,654,741 | 19,872 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,637,624 | 20,037 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,609,842 | 20,214 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,970,147 | 24,633 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||