Position in AEP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$349,686
+$1,276 QoQ
Shares Held
2,556
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,304
of 1,972 holders
Holding Since
Dec 2023
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, 2026FSA Advisors, Inc. holds $3,132,639 across 5 Utilities - Regulated Electric names. AEP ranks #2 (11.2% 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 | $349,686 | 2,556 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $348,410 | 2,658 | Shares | Sole | 2026-05-06 | |
| 2025-03-31 | $285,303 | 2,611 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $273,121 | 2,662 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $228,825 | 2,608 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $216,455 | 2,514 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $202,806 | 2,497 | Shares | Sole | 2024-05-22 | |
| No filing history on record for this holder in this stock. | ||||||