Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$25,036
+$1,049 QoQ
Shares Held
183
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,832
of 1,972 holders
Holding Since
Jun 2024
9 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, 2026Fairscale Capital, LLC holds $1,176,761 across 9 Utilities - Regulated Electric names. AEP ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,909 | $606,402 | |
| 2 | DUK |
Duke Energy CORP
|
1,691 | $214,046 | |
| 3 | DTE |
Dte Energy Co
|
1,093 | $166,540 | |
| 4 | SO |
Southern Co
|
736 | $70,442 | |
| 5 | EVRG |
Evergy, Inc.
|
492 | $42,523 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
183 | $25,036 | |
| 7 | XEL |
Xcel Energy Inc
|
277 | $22,243 | |
| 8 | LNT |
Alliant Energy Corp
|
200 | $15,258 |
All Filings in AEP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,036 | 183 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $23,987 | 183 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $21,101 | 183 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,587 | 183 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,988 | 183 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,996 | 183 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,878 | 183 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $18,775 | 183 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $16,056 | 183 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||