Forum Financial Management, LP
Position in AEP — American Electric Power Co Inc
CIK 1911832
LOMBARD, IL
Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$292,636
+$41,618 QoQ
Shares Held
2,139
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,396
of 1,972 holders
Holding Since
Dec 2021
4 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, 2026Forum Financial Management, LP holds $6,693,805 across 8 Utilities - Regulated Electric names. AEP ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
70,000 | $3,082,800 | |
| 2 | NEE |
Nextera Energy Inc
|
8,536 | $749,204 | |
| 3 | SO |
Southern Co
|
6,538 | $625,751 | |
| 4 | DUK |
Duke Energy CORP
|
4,728 | $598,470 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
4,322 | $504,679 | |
| 6 | D |
Dominion Energy, Inc
|
7,271 | $496,536 | |
| 7 | EXC |
Exelon Corp
|
7,373 | $343,729 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
2,139 | $292,636 |
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,636 | 2,139 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $251,018 | 1,915 | Shares | Sole | 2026-04-23 | |
| 2022-03-31 | $231,965 | 2,325 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $206,855 | 2,325 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||