Capital Squared Financial LLC
Position in AEP — American Electric Power Co Inc
CIK 2128691
ROCKVILLE, MD
Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$375,543
+$18,088 QoQ
Shares Held
2,745
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,263
of 1,972 holders
Holding Since
Jun 2025
5 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, 2026Capital Squared Financial LLC holds $375,543 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
|
2,745 | $375,543 |
All Filings in AEP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,543 | 2,745 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $357,455 | 2,727 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $268,441 | 2,328 | Shares | Sole | 2026-04-17 | |
| 2025-09-30 | $259,762 | 2,309 | Shares | Sole | 2026-04-17 | |
| 2025-06-30 | $237,610 | 2,290 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||