Position in AEP
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,218,257
+$565,834 QoQ
Shares Held
9,294
+64.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,218,257 | 9,294 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $652,423 | 5,658 | Shares | Other | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||