Position in AEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$597,996
+$14,953 QoQ
Shares Held
4,371
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,033
of 1,972 holders
Holding Since
Dec 2022
15 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, 2026HF Advisory Group, LLC holds $5,235,830 across 3 Utilities - Regulated Electric names. AEP ranks #2 (11.4% of the industry book) .
All Filings in AEP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,996 | 4,371 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $583,043 | 4,448 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $504,596 | 4,376 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $495,900 | 4,408 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $453,223 | 4,368 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $500,347 | 4,579 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $411,806 | 4,465 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $453,902 | 4,424 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $397,900 | 4,535 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $380,734 | 4,422 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $334,626 | 4,120 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $285,535 | 3,796 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $302,278 | 3,590 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $301,540 | 3,314 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $279,342 | 2,942 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||