Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,882
-$23,348 QoQ
Shares Held
43
-80.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,915
of 1,972 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Imprint Wealth LLC holds $54,267 across 6 Utilities - Regulated Electric names. AEP ranks #4 (10.8% of the industry book) .
All Filings in AEP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,882 | 43 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,230 | 223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,714 | 223 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $34,650 | 308 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $759,229 | 8,818 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $714,736 | 8,800 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $632,224 | 8,405 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $557,067 | 6,616 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $548,123 | 6,024 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||