Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$361,588
+$15,144 QoQ
Shares Held
2,643
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,287
of 1,972 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Navigation Group, LLC holds $361,588 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
|
2,643 | $361,588 |
All Filings in AEP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,588 | 2,643 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $346,444 | 2,643 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||