Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$761,621
+$86,166 QoQ
Shares Held
5,567
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#941
of 1,972 holders
Holding Since
Dec 2021
17 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, 2026Eagle Strategies LLC holds $3,223,259 across 6 Utilities - Regulated Electric names. AEP ranks #2 (23.6% of the industry book) .
All Filings in AEP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,621 | 5,567 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $675,455 | 5,153 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $646,197 | 5,604 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $660,150 | 5,868 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $572,236 | 5,515 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $592,352 | 5,421 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $450,359 | 4,883 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $488,786 | 4,764 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $452,124 | 5,153 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $384,495 | 4,734 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $318,932 | 4,240 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $305,646 | 3,630 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $363,232 | 3,992 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $337,927 | 3,559 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $243,879 | 2,542 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $281,950 | 2,826 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $227,318 | 2,555 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||