Kapstone Financial Advisors LLC
Position in AEP — American Electric Power Co Inc
CIK 1966087
LEBANON, OH
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$235,723
+$9,873 QoQ
Shares Held
1,723
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,526
of 1,972 holders
Holding Since
Mar 2026
2 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, 2026Kapstone Financial Advisors LLC holds $1,916,501 across 4 Utilities - Regulated Electric names. AEP ranks #3 (12.3% of the industry book) .
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,723 | 1,723 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $225,850 | 1,723 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||