Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$379,647
+$15,900 QoQ
Shares Held
2,775
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,255
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, 2026BDFS Capital LLC holds $983,943 across 2 Utilities - Regulated Electric names. AEP ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,885 | $604,296 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
2,775 | $379,647 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,647 | 2,775 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $363,747 | 2,775 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $312,605 | 2,711 | Shares | Sole | 2026-02-26 | |
| No filing history on record for this holder in this stock. | ||||||