Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,494,102
+$115,403 QoQ
Shares Held
10,921
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#722
of 1,972 holders
Holding Since
Jun 2024
9 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, 2026TKG Advisors, LLC holds $8,509,291 across 2 Utilities - Regulated Electric names. AEP ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
61,076 | $7,015,189 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
10,921 | $1,494,102 |
All Filings in AEP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,494,102 | 10,921 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,378,699 | 10,518 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,619,958 | 22,721 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,352,137 | 12,019 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,234,017 | 11,893 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,340,742 | 12,270 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,154,442 | 12,517 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,300,044 | 12,671 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,114,122 | 12,698 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||