Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$407,693
+$13,143 QoQ
Shares Held
2,980
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,224
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026SHUTTLEWORTH & Co holds $1,285,449 across 2 Utilities - Regulated Electric names. AEP ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
9,171 | $877,756 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
2,980 | $407,693 |
All Filings in AEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,693 | 2,980 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $394,550 | 3,010 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $347,083 | 3,010 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $338,625 | 3,010 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||