Position in AEP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$11,628
+$487 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,878
of 1,972 holders
Holding Since
Mar 2023
14 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, 2026General Partner, Inc. holds $2,585,473 across 4 Utilities - Regulated Electric names. AEP ranks #3 (0.4% of the industry book) .
All Filings in AEP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,628 | 85 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $11,141 | 85 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,801 | 85 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $9,562 | 85 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $8,819 | 85 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $9,287 | 85 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $7,839 | 85 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $8,721 | 85 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $7,457 | 85 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $7,318 | 85 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $6,903 | 85 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $6,393 | 85 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $7,157 | 85 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $7,734 | 85 | Shares | Sole | 2023-04-07 | |
| No filing history on record for this holder in this stock. | ||||||