Purkiss Capital Advisors LLC
Position in AEP — American Electric Power Co Inc
CIK 2053150
RIDGEFIELD, CT
Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,570,441
+$117,026 QoQ
Shares Held
11,479
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#702
of 1,972 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Purkiss Capital Advisors LLC holds $3,508,034 across 3 Utilities - Regulated Electric names. AEP ranks #2 (44.8% of the industry book) .
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,570,441 | 11,479 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,453,415 | 11,088 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $992,011 | 8,603 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,022,962 | 9,093 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $859,132 | 8,280 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $481,225 | 4,404 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $326,401 | 3,539 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||