Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$237,365
+$1,553 QoQ
Shares Held
1,735
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,516
of 1,965 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026tru Independence LLC holds $483,563 across 2 Utilities - Regulated Electric names. AEP ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,945 | $246,198 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
1,735 | $237,365 |
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,365 | 1,735 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $235,812 | 1,799 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $213,554 | 1,852 | Shares | Sole | 2026-01-22 | |
| 2021-06-30 | $42,971 | 508 | Shares | Sole | 2021-08-03 | |
| 2020-12-31 | $51,544 | 619 | Shares | Sole | 2021-03-09 | |
| 2020-06-30 | $48,500 | 609 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $64,623 | 808 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||