Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$246,942
+$10,343 QoQ
Shares Held
1,805
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,501
of 1,972 holders
Holding Since
Mar 2022
5 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, 2026CMG Global Holdings, LLC holds $1,207,976 across 3 Utilities - Regulated Electric names. AEP ranks #3 (20.4% of the industry book) .
All Filings in AEP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,942 | 1,805 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $236,599 | 1,805 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $211,017 | 1,830 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $205,875 | 1,830 | Shares | Sole | 2025-10-16 | |
| 2022-03-31 | $200,537 | 2,010 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||