Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$515,500
+$271,036 QoQ
Shares Held
3,768
+102.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,107
of 1,972 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Warner Group LLC holds $515,500 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
|
3,768 | $515,500 |
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,500 | 3,768 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $244,464 | 1,865 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $214,361 | 1,859 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $209,137 | 1,859 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||