Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$307,822
+$12,892 QoQ
Shares Held
2,250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,362
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026New Perspectives, Inc holds $553,780 across 2 Utilities - Regulated Electric names. AEP ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
2,250 | $307,822 | |
| 2 | LNT |
Alliant Energy Corp
|
3,224 | $245,958 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,822 | 2,250 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $294,930 | 2,250 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $259,447 | 2,250 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||