Position in AEP
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$767,604
+$97,999 QoQ
Shares Held
5,856
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Strategic Planning, Inc. holds $8,023,979 across 3 Utilities - Regulated Electric names. AEP ranks #3 (9.6% of the industry book) .
All Filings in AEP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $767,604 | 5,856 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $669,605 | 5,807 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $648,000 | 5,760 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $592,573 | 5,711 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $618,358 | 5,659 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||