Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,036,416
+$272,211 QoQ
Shares Held
14,885
+10.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#631
of 1,968 holders
Holding Since
Mar 2020
16 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, 2026Truvestments Capital LLC holds $13,339,411 across 22 Utilities - Regulated Electric names. AEP ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,562 | $6,544,306 | |
| 2 | D |
Dominion Energy, Inc
|
35,597 | $2,430,919 | |
| 3 | AEP |
American Electric Power Co Inc
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|
14,885 | $2,036,416 | |
| 4 | DUK |
Duke Energy CORP
|
4,392 | $555,939 | |
| 5 | SO |
Southern Co
|
4,912 | $470,127 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
4,320 | $462,240 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,313 | $268,883 | |
| 8 | ETR |
Entergy Corp /De/
|
833 | $95,678 |
All Filings in AEP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,036,416 | 14,885 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,764,205 | 13,459 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $236,962 | 2,055 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $237,712 | 2,113 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $204,303 | 1,969 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $229,357 | 2,099 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $125,617 | 1,362 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $131,328 | 1,280 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $392,811 | 4,477 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $320,119 | 3,718 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $306,930 | 3,779 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $41,503 | 490 | Shares | Other | 2021-05-18 | |
| 2020-12-31 | $27,062 | 325 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $19,942 | 244 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $15,768 | 198 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,199 | 15 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||