Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$402,221
-$16,055 QoQ
Shares Held
2,940
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,231
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026DMC Group, LLC holds $1,713,065 across 2 Utilities - Regulated Electric names. AEP ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
13,696 | $1,310,844 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
2,940 | $402,221 |
All Filings in AEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,221 | 2,940 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $418,276 | 3,191 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $358,268 | 3,107 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $256,162 | 2,277 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||