Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,857,824
+$1,878,962 QoQ
Shares Held
20,889
+140.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#560
of 1,972 holders
Holding Since
Mar 2022
8 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, 2026Oak Thistle LLC holds $23,665,269 across 11 Utilities - Regulated Electric names. AEP ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
145,671 | $5,295,140 | |
| 2 | PCG |
PG&E Corp
|
237,073 | $3,987,567 | |
| 3 | XEL |
Xcel Energy Inc
|
40,899 | $3,284,189 | |
| 4 | AEP |
American Electric Power Co Inc
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|
20,889 | $2,857,824 | |
| 5 | EVRG |
Evergy, Inc.
|
19,158 | $1,655,825 | |
| 6 | IDA |
Idacorp Inc
|
10,145 | $1,534,938 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
10,049 | $1,075,243 | |
| 8 | D |
Dominion Energy, Inc
|
15,515 | $1,059,519 |
All Filings in AEP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,857,824 | 20,889 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $978,862 | 8,701 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $1,264,581 | 11,573 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $1,284,449 | 12,519 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $1,488,152 | 19,784 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $430,564 | 4,732 | Shares | Sole | 2023-04-27 | |
| 2022-06-30 | $332,336 | 3,464 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $741,389 | 7,431 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||