Position in AEP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,108
+$1,577 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026SWAN Capital LLC holds $1,867,173 across 6 Utilities - Regulated Electric names.
All Filings in AEP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,108 | 100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,531 | 100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,250 | 100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,376 | 100 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,927 | 100 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $9,223 | 100 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $10,260 | 100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,774 | 100 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||