Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$405,094
+$22,210 QoQ
Shares Held
2,961
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,227
of 1,972 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FWG Holdings, LLC holds $2,244,264 across 3 Utilities - Regulated Electric names. AEP ranks #3 (18.1% of the industry book) .
All Filings in AEP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,094 | 2,961 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $382,884 | 2,921 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $368,184 | 3,193 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $359,212 | 3,193 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $307,752 | 2,966 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $323,329 | 2,959 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $272,724 | 2,957 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $219,461 | 2,139 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $187,500 | 2,137 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||