Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$385,804
+$16,159 QoQ
Shares Held
2,820
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,251
of 1,972 holders
Holding Since
Mar 2025
6 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, 2026Corient IA LLC holds $385,804 across 1 Utilities - Regulated Electric name. AEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
2,820 | $385,804 |
All Filings in AEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,804 | 2,820 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $369,645 | 2,820 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $403,585 | 3,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $393,750 | 3,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $363,160 | 3,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $382,445 | 3,500 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||