Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,728,478
+$64,222 QoQ
Shares Held
63,800
-3.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
6.42%
of 13F equity value
Holder Rank
#329
of 1,972 holders
Holding Since
Dec 2022
15 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, 2026Slocum, Gordon & Co LLP holds $26,945,072 across 5 Utilities - Regulated Electric names. AEP ranks #2 (32.4% 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 | $8,728,478 | 63,800 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,664,256 | 66,099 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,680,222 | 66,605 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,566,187 | 67,255 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,991,867 | 67,385 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $7,557,113 | 69,160 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,457,483 | 70,015 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,376,940 | 71,900 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,454,768 | 73,567 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,362,962 | 73,902 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,124,069 | 75,401 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,697,313 | 75,742 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,465,465 | 76,787 | Shares | Sole | 2023-10-23 | |
| 2023-03-31 | $7,079,022 | 77,800 | Shares | Sole | 2023-12-14 | |
| 2022-12-31 | $9,262,467 | 97,551 | Shares | Sole | 2023-12-06 | |
| No filing history on record for this holder in this stock. | ||||||