Sandbox Financial Partners, LLC
Position in AEP — American Electric Power Co Inc
CIK 1844892
BETHESDA, MD
Position in AEP
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$405,168
+$48,861 QoQ
Shares Held
3,091
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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 Mar 31, 2026Sandbox Financial Partners, LLC holds $2,442,200 across 4 Utilities - Regulated Electric names. AEP ranks #2 (16.6% of the industry book) .
All Filings in AEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $405,168 | 3,091 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $356,307 | 3,090 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $347,512 | 3,089 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $320,514 | 3,089 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $337,425 | 3,088 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $273,923 | 2,970 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $304,722 | 2,970 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $260,587 | 2,970 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $255,717 | 2,970 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $203,050 | 2,500 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $210,500 | 2,500 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $227,475 | 2,500 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $237,375 | 2,500 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $216,125 | 2,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $239,850 | 2,500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $249,425 | 2,500 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $222,425 | 2,500 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||