Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,999,955
+$5,830,237 QoQ
Shares Held
328,923
+10.1% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
7.60%
of 13F equity value
Holder Rank
#155
of 1,968 holders
Holding Since
Dec 2025
3 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, 2026Verbena Value LP holds $118,799,408 across 4 Utilities - Regulated Electric names. AEP ranks #1 (37.9% of the industry book) .
All Filings in AEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,999,955 | 328,923 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,169,718 | 298,823 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,774,982 | 232,200 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||