Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$207,267
+$81,268 QoQ
Shares Held
1,515
+35.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,605
of 1,972 holders
Holding Since
Sep 2025
2 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, 2026Saranac Partners Ltd holds $207,267 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
|
1,515 | $207,267 |
All Filings in AEP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,267 | 1,515 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $125,999 | 1,120 | Shares | Sole | 2025-12-05 | |
| No filing history on record for this holder in this stock. | ||||||