Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$342,161
+$14,330 QoQ
Shares Held
2,501
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,310
of 1,965 holders
Holding Since
Mar 2020
26 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, 2026LOWE BROCKENBROUGH & CO INC holds $17,422,376 across 5 Utilities - Regulated Electric names. AEP ranks #5 (2.0% of the industry book) .
All Filings in AEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,161 | 2,501 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $327,831 | 2,501 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $297,038 | 2,576 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $292,950 | 2,604 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $270,191 | 2,604 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $340,485 | 3,116 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $286,743 | 3,109 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $323,600 | 3,154 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $276,731 | 3,154 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $274,142 | 3,184 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $256,167 | 3,154 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $324,499 | 4,314 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $364,922 | 4,334 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $395,442 | 4,346 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $252,946 | 2,664 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $230,302 | 2,664 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $255,584 | 2,664 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $276,761 | 2,774 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $246,802 | 2,774 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $206,765 | 2,547 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $215,450 | 2,547 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $246,222 | 2,907 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $264,548 | 3,177 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $263,088 | 3,219 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $247,441 | 3,107 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $248,497 | 3,107 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||