Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$540,946
+$36,551 QoQ
Shares Held
3,954
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,076
of 1,968 holders
Holding Since
Jun 2021
21 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, 2026Continuum Advisory, LLC holds $11,311,930 across 27 Utilities - Regulated Electric names. AEP ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
35,181 | $4,040,889 | |
| 2 | NEE |
Nextera Energy Inc
|
13,980 | $1,227,024 | |
| 3 | IDA |
Idacorp Inc
|
6,956 | $1,052,442 | |
| 4 | DUK |
Duke Energy CORP
|
6,445 | $815,808 | |
| 5 | AEP |
American Electric Power Co Inc
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|
3,954 | $540,946 | |
| 6 | D |
Dominion Energy, Inc
|
6,764 | $461,913 | |
| 7 | ES |
Eversource Energy
|
5,739 | $414,757 | |
| 8 | SO |
Southern Co
|
3,658 | $350,107 |
All Filings in AEP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,946 | 3,954 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $504,395 | 3,848 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $459,856 | 3,988 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $444,487 | 3,951 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $414,521 | 3,995 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $434,129 | 3,973 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $371,594 | 4,029 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $409,374 | 3,990 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $356,224 | 4,060 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $362,567 | 4,211 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $480,253 | 5,913 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $566,782 | 7,535 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $664,169 | 7,888 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $711,632 | 7,821 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $723,613 | 7,621 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $649,325 | 7,511 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $710,435 | 7,405 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $762,442 | 7,642 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $377,944 | 4,248 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $325,369 | 4,008 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $300,548 | 3,553 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||