Cladis Investment Advisory, LLC
Position in AEP — American Electric Power Co Inc
CIK 1911520
BILLINGS, MT
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$432,045
+$18,095 QoQ
Shares Held
3,158
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,195
of 1,972 holders
Holding Since
Dec 2021
19 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, 2026Cladis Investment Advisory, LLC holds $3,487,278 across 4 Utilities - Regulated Electric names. AEP ranks #3 (12.4% of the industry book) .
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,045 | 3,158 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $413,950 | 3,158 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $364,148 | 3,158 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $355,275 | 3,158 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $327,674 | 3,158 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $345,074 | 3,158 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $291,262 | 3,158 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $324,010 | 3,158 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $277,082 | 3,158 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $271,903 | 3,158 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $256,492 | 3,158 | Shares | Sole | 2024-10-09 | |
| 2023-09-30 | $237,544 | 3,158 | Shares | Sole | 2024-10-09 | |
| 2023-06-30 | $265,903 | 3,158 | Shares | Sole | 2024-10-09 | |
| 2023-03-31 | $272,970 | 3,000 | Shares | Sole | 2024-10-09 | |
| 2022-12-31 | $284,850 | 3,000 | Shares | Sole | 2024-10-09 | |
| 2022-09-30 | $259,350 | 3,000 | Shares | Sole | 2024-10-09 | |
| 2022-06-30 | $287,820 | 3,000 | Shares | Sole | 2024-10-09 | |
| 2022-03-31 | $299,310 | 3,000 | Shares | Sole | 2024-10-09 | |
| 2021-12-31 | $266,910 | 3,000 | Shares | Sole | 2024-10-01 | |
| No filing history on record for this holder in this stock. | ||||||