Position in AEP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$661,167
+$87,961 QoQ
Shares Held
5,044
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $661,167 | 5,044 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $573,206 | 4,971 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $534,487 | 4,751 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $460,175 | 4,435 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $420,580 | 3,849 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||