Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$560,920
+$29,916 QoQ
Shares Held
4,100
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,058
of 1,972 holders
Holding Since
Mar 2024
10 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, 2026Columbia Bank holds $2,898,327 across 3 Utilities - Regulated Electric names. AEP ranks #3 (19.4% of the industry book) .
All Filings in AEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,920 | 4,100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $531,004 | 4,051 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $502,405 | 4,357 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $513,899 | 4,568 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $423,755 | 4,084 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $363,104 | 3,323 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $292,461 | 3,171 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $316,931 | 3,089 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $258,043 | 2,941 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $212,925 | 2,473 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||