Position in AEP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$222,453
New position
Shares Held
1,626
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,563
of 1,972 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CGN Advisors LLC holds $5,384,047 across 5 Utilities - Regulated Electric names. AEP ranks #5 (4.1% of the industry book) .
All Filings in AEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,453 | 1,626 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||