Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$10,227,641
+$1,902,620 QoQ
Shares Held
74,758
+17.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#308
of 1,972 holders
Holding Since
Dec 2023
11 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, 2026TrueMark Investments, LLC holds $23,474,627 across 3 Utilities - Regulated Electric names. AEP ranks #2 (43.6% of the industry book) .
All Filings in AEP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,227,641 | 74,758 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,325,021 | 63,511 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,908,452 | 59,912 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,154,650 | 54,708 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,289,166 | 50,975 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,129,898 | 46,947 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,944,677 | 42,770 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,030,333 | 39,282 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,811,310 | 54,836 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,977,596 | 34,583 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,859,837 | 35,211 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||