Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$93,988
+$3,937 QoQ
Shares Held
687
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#1,708
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, 2026FIDUCIARY ADVISORS, INC. holds $247,722 across 2 Utilities - Regulated Electric names. AEP ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
1,360 | $153,734 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
687 | $93,988 |
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,988 | 687 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $90,051 | 687 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $79,217 | 687 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $77,287 | 687 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $71,283 | 687 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $75,068 | 687 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $63,362 | 687 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||