Agate Pass Investment Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1900409
BAINBRIDGE ISLAND, WA
Position in AEP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$523,298
+$21,917 QoQ
Shares Held
3,825
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,099
of 1,968 holders
Holding Since
Dec 2024
7 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, 2026Agate Pass Investment Management, LLC holds $1,028,225 across 2 Utilities - Regulated Electric names. AEP ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
3,825 | $523,298 | |
| 2 | DUK |
Duke Energy CORP
|
3,989 | $504,927 |
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,298 | 3,825 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $501,381 | 3,825 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $441,060 | 3,825 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $430,312 | 3,825 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $413,483 | 3,985 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $847,935 | 7,760 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $433,942 | 4,705 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||