Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,932,795
+$278,819 QoQ
Shares Held
21,437
+5.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#550
of 1,972 holders
Holding Since
Dec 2024
7 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, 2026RD Lewis Holdings, Inc. holds $5,533,122 across 3 Utilities - Regulated Electric names. AEP ranks #1 (53.0% 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 | $2,932,795 | 21,437 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,653,976 | 20,247 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,364,085 | 20,502 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,170,462 | 19,293 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,989,390 | 19,173 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,013,409 | 18,426 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,661,154 | 18,011 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||