Position in AEP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$354,748
+$24,427 QoQ
Shares Held
2,593
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,298
of 1,972 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EWA, LLC holds $1,024,961 across 4 Utilities - Regulated Electric names. AEP ranks #1 (34.6% of the industry book) .
All Filings in AEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,748 | 2,593 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $330,321 | 2,520 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $303,957 | 2,636 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $288,900 | 2,568 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $231,384 | 2,230 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $236,788 | 2,167 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||