Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,286,287
-$3,842,217 QoQ
Shares Held
9,402
-76.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#766
of 1,972 holders
Holding Since
Mar 2020
22 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, 2026IEQ CAPITAL, LLC holds $285,890,957 across 27 Utilities - Regulated Electric names. AEP ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
1,106,048 | $82,345,273 | |
| 2 | PCG |
PG&E Corp
|
4,324,529 | $72,738,577 | |
| 3 | ES |
Eversource Energy
|
595,400 | $43,029,558 | |
| 4 | DTE |
Dte Energy Co
|
115,133 | $17,542,815 | |
| 5 | FTS |
Fortis Inc.
|
274,795 | $15,726,517 | |
| 6 | ED |
Consolidated Edison Inc
|
63,797 | $7,057,862 | |
| 7 | POR |
Portland General Electric Co /Or/
|
133,023 | $6,894,582 | |
| 8 | OGE |
Oge Energy Corp.
|
129,675 | $6,309,985 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,287 | 9,402 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $5,128,504 | 39,125 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,783,929 | 24,143 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $11,665,237 | 103,691 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $588,837 | 5,675 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,096,273 | 28,336 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,374,411 | 14,902 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $1,748,919 | 17,046 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,912,205 | 21,794 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,225,375 | 14,232 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $946,537 | 11,654 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $762,204 | 10,133 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $1,165,243 | 13,839 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $1,435,093 | 15,772 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $1,246,693 | 13,130 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,041,463 | 12,047 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $794,766 | 8,284 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $742,787 | 7,445 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $557,397 | 6,265 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $466,784 | 5,750 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $288,959 | 3,416 | Shares | Other | 2021-07-29 | |
| 2020-03-31 | $305,843 | 3,824 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||