Position in AEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$450,784
+$120,306 QoQ
Shares Held
3,439
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
All Filings in AEP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $450,784 | 3,439 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $330,478 | 2,866 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $443,812 | 3,945 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $281,500 | 2,713 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $209,033 | 1,913 | Shares | Sole | 2025-05-13 | |
| 2022-09-30 | $80,571 | 932 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $35,018 | 365 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,986 | 60 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,338 | 60 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,464 | 55 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,936 | 82 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,199 | 85 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $10,325 | 124 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,134 | 124 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,193 | 128 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,279 | 41 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||