Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,503,668
+$4,685,542 QoQ
Shares Held
84,085
+61.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#287
of 1,972 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 5%
Shared 95%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sagefield Capital LP holds $108,997,523 across 10 Utilities - Regulated Electric names. AEP ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
133,778 | $15,122,264 | |
| 2 | PPL |
PPL Corp
|
412,863 | $15,007,569 | |
| 3 | EVRG |
Evergy, Inc.
|
159,232 | $13,762,421 | |
| 4 | LNT |
Alliant Energy Corp
|
165,353 | $12,614,780 | |
| 5 | AEP |
American Electric Power Co Inc
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|
84,085 | $11,503,668 | |
| 6 | ETR |
Entergy Corp /De/
|
92,461 | $10,620,070 | |
| 7 | SO |
Southern Co
|
107,785 | $10,316,101 | |
| 8 | PCG |
PG&E Corp
|
608,607 | $10,236,768 |
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,503,668 | 84,085 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,818,126 | 52,015 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,320,140 | 54,810 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $4,969,124 | 44,170 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $8,904,786 | 85,821 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $8,902,772 | 81,475 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,650,051 | 50,418 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,964,566 | 38,641 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,179,697 | 36,240 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,860,706 | 21,611 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,895,755 | 23,341 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $4,050,445 | 53,848 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $3,888,103 | 46,177 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $4,399,820 | 48,355 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $4,085,603 | 43,029 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $2,802,102 | 32,413 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,473,350 | 15,357 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,230,563 | 12,334 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $948,330 | 10,659 | Shares | Other | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||