Pine Valley Investments Ltd Liability Co
Position in AEP — American Electric Power Co Inc
CIK 1975417
MARLTON, NJ
Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$241,332
+$17,490 QoQ
Shares Held
1,764
-36.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,510
of 1,972 holders
Holding Since
Sep 2023
3 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, 2026Pine Valley Investments Ltd Liability Co holds $11,266,105 across 11 Utilities - Regulated Electric names. AEP ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
57,346 | $5,033,258 | |
| 2 | DUK |
Duke Energy CORP
|
18,664 | $2,362,489 | |
| 3 | SO |
Southern Co
|
10,537 | $1,008,496 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
7,260 | $589,221 | |
| 5 | EXC |
Exelon Corp
|
10,539 | $491,328 | |
| 6 | AEE |
Ameren Corp
|
4,030 | $455,551 | |
| 7 | D |
Dominion Energy, Inc
|
5,757 | $393,145 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,291 | $267,520 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,332 | 1,764 | Shares | Sole | 2026-07-24 | |
| 2023-12-31 | $223,842 | 2,756 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $464,784 | 6,179 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||