Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$797,602
+$64,210 QoQ
Shares Held
5,830
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#920
of 1,972 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ignite Planners, LLC holds $2,505,821 across 4 Utilities - Regulated Electric names. AEP ranks #2 (31.8% of the industry book) .
All Filings in AEP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,602 | 5,830 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $733,392 | 5,595 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $581,162 | 5,040 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $487,350 | 4,332 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $423,237 | 4,079 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $433,801 | 3,970 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $334,979 | 3,632 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $367,923 | 3,586 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $312,178 | 3,558 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $298,422 | 3,466 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $261,284 | 3,217 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $310,207 | 4,124 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $336,463 | 3,996 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $344,306 | 3,784 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $337,927 | 3,559 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $251,396 | 2,908 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $255,967 | 2,668 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $222,287 | 2,228 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||