Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,597,495
+$1,596,634 QoQ
Shares Held
70,152
+14.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#314
of 1,972 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OPAL CAPITAL LLC holds $24,696,307 across 5 Utilities - Regulated Electric names. AEP ranks #2 (38.9% 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 | $9,597,495 | 70,152 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,000,861 | 61,038 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,688,210 | 58,002 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||