Great Diamond Partners, LLC
Position in AEP — American Electric Power Co Inc
CIK 1801112
Portland, ME
Position in AEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$433,003
+$17,611 QoQ
Shares Held
3,165
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,192
of 1,972 holders
Holding Since
Jun 2025
5 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, 2026Great Diamond Partners, LLC holds $3,539,506 across 4 Utilities - Regulated Electric names. AEP ranks #2 (12.2% of the industry book) .
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,003 | 3,165 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $415,392 | 3,169 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $364,725 | 3,163 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $355,837 | 3,163 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $328,919 | 3,170 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||