Live Oak Investment Partners
Position in AEP — American Electric Power Co Inc
CIK 1822262
AUSTIN, TX
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,111,581
+$68,316 QoQ
Shares Held
8,125
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#814
of 1,972 holders
Holding Since
Dec 2022
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, 2026Live Oak Investment Partners holds $2,255,119 across 4 Utilities - Regulated Electric names. AEP ranks #1 (49.3% of the industry book) .
All Filings in AEP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,111,581 | 8,125 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,043,265 | 7,959 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $919,020 | 7,970 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $969,300 | 8,616 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $834,541 | 8,043 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $909,563 | 8,324 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $825,507 | 8,951 | Principal | Sole | 2025-02-06 | |
| 2024-09-30 | $49,452 | 482 | Principal | Sole | 2024-11-05 | |
| 2024-06-30 | $42,290 | 482 | Principal | Sole | 2024-07-16 | |
| 2023-12-31 | $37,117 | 457 | Principal | Sole | 2024-02-14 | |
| 2023-09-30 | $34,375 | 457 | Principal | Sole | 2023-10-31 | |
| 2023-06-30 | $5,809 | 69 | Principal | Sole | 2023-07-13 | |
| 2023-03-31 | $6,278 | 69 | Principal | Sole | 2023-05-03 | |
| 2022-12-31 | $6,551 | 69 | Principal | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||