Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$360,494
+$15,754 QoQ
Shares Held
2,635
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,287
of 1,968 holders
Holding Since
Sep 2021
20 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, 2026JB Capital LLC holds $3,330,086 across 5 Utilities - Regulated Electric names. AEP ranks #5 (10.8% of the industry book) .
All Filings in AEP
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,494 | 2,635 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $344,740 | 2,630 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $309,261 | 2,682 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $298,687 | 2,655 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $273,615 | 2,637 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $285,741 | 2,615 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $241,089 | 2,614 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $274,147 | 2,672 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $281,294 | 3,206 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $274,056 | 3,183 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $225,954 | 2,782 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $219,943 | 2,924 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $241,738 | 2,871 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $258,047 | 2,836 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $269,088 | 2,834 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $250,705 | 2,900 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $279,856 | 2,917 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $300,207 | 3,009 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $267,354 | 3,005 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $243,783 | 3,003 | Shares | Sole | 2021-12-08 | |
| No filing history on record for this holder in this stock. | ||||||