VISTA INVESTMENT PARTNERS II, LLC
Position in AEP — American Electric Power Co Inc
CIK 2035219
RICHMOND, IN
Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$466,248
+$20,183 QoQ
Shares Held
3,408
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,150
of 1,972 holders
Holding Since
Dec 2024
7 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, 2026VISTA INVESTMENT PARTNERS II, LLC holds $1,681,158 across 4 Utilities - Regulated Electric names. AEP ranks #3 (27.7% of the industry book) .
All Filings in AEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,248 | 3,408 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $446,065 | 3,403 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $400,010 | 3,469 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $391,500 | 3,480 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $360,462 | 3,474 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $392,060 | 3,588 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $337,654 | 3,661 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||