Position in AEP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$412,345
+$10,192 QoQ
Shares Held
3,014
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,215
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, 2026Advisory Resource Group holds $755,495 across 2 Utilities - Regulated Electric names. AEP ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
3,014 | $412,345 | |
| 2 | OGE |
Oge Energy Corp.
|
7,052 | $343,150 |
All Filings in AEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,345 | 3,014 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $402,153 | 3,068 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $353,655 | 3,067 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $344,925 | 3,066 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $318,024 | 3,065 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $429,540 | 3,931 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $364,769 | 3,955 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $603,390 | 5,881 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $515,911 | 5,880 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $518,666 | 6,024 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $489,188 | 6,023 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $452,899 | 6,021 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $506,968 | 6,021 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $547,759 | 6,020 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $571,409 | 6,018 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $520,169 | 6,017 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $563,263 | 5,871 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $577,568 | 5,789 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $515,047 | 5,789 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $469,951 | 5,789 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $489,691 | 5,789 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $490,328 | 5,789 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $482,050 | 5,789 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $473,134 | 5,789 | Shares | Sole | 2020-12-09 | |
| 2020-06-30 | $461,035 | 5,789 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $467,883 | 5,850 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||