Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$304,675
+$16,299 QoQ
Shares Held
2,227
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,372
of 1,972 holders
Holding Since
Dec 2024
7 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, 2026Wayfinding Financial, LLC holds $1,667,292 across 4 Utilities - Regulated Electric names. AEP ranks #3 (18.3% of the industry book) .
All Filings in AEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,675 | 2,227 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $288,376 | 2,200 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $244,226 | 2,118 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $239,737 | 2,131 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $219,037 | 2,111 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $242,470 | 2,219 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $210,376 | 2,281 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||