Position in AEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,128,504
+$2,344,575 QoQ
Shares Held
39,125
+62.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 15.164217252396167.ToString("F0")%
Shared 0.ToString("F0")%
None 84.83578274760384.ToString("F0")%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026IEQ CAPITAL, LLC holds $271,129,469 across 20 Utilities - Regulated Electric names. AEP ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
5,708,926 | $100,305,829 | |
| 2 | EIX |
Edison International
|
1,347,064 | $98,578,143 | |
| 3 | ES |
Eversource Energy
|
304,733 | $21,111,902 | |
| 4 | FTS |
Fortis Inc.
|
327,871 | $18,291,922 | |
| 5 | POR |
Portland General Electric Co /Or/
|
118,756 | $6,266,754 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
39,125 | $5,128,504 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
60,697 | $4,002,360 | |
| 8 | SO |
Southern Co
|
33,131 | $3,197,804 |
All Filings in AEP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||