Marathon Strategic Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 2021711
PITTSBURGH, PA
Position in AEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$961,363
+$40,264 QoQ
Shares Held
7,027
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#856
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, 2026Marathon Strategic Advisors, LLC holds $1,886,550 across 3 Utilities - Regulated Electric names. AEP ranks #1 (51.0% of the industry book) .
All Filings in AEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,363 | 7,027 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $921,099 | 7,027 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $810,283 | 7,027 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $790,537 | 7,027 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $417,322 | 4,022 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $439,483 | 4,022 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $370,949 | 4,022 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $720,970 | 7,027 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $352,890 | 4,022 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $346,294 | 4,022 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $323,905 | 3,988 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||