Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,562,780
+$190,822 QoQ
Shares Held
11,423
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#704
of 1,972 holders
Holding Since
Mar 2022
16 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, 2026SS&H Financial Advisors, Inc. holds $4,786,281 across 4 Utilities - Regulated Electric names. AEP ranks #2 (32.7% of the industry book) .
All Filings in AEP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,562,780 | 11,423 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $1,371,958 | 11,898 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,338,525 | 11,898 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,234,536 | 11,898 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,627,904 | 14,898 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,378,100 | 14,942 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,483,185 | 14,456 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,268,369 | 14,456 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $1,244,661 | 14,456 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,174,116 | 14,456 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,132,512 | 15,056 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $1,424,539 | 15,656 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,486,062 | 15,651 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,352,596 | 15,646 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,505,490 | 15,692 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,567,686 | 15,713 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||