Position in AEP
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$227,161
-$79,102 QoQ
Shares Held
1,733
-34.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 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, 2026FIRST MERCHANTS CORP holds $5,266,929 across 3 Utilities - Regulated Electric names.
All Filings in AEP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,161 | 1,733 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $306,263 | 2,656 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $299,700 | 2,664 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $292,188 | 2,816 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $307,704 | 2,816 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $259,719 | 2,816 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $342,273 | 3,336 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $432,031 | 4,924 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $327,266 | 3,801 | Shares | Sole | 2024-04-25 | |
| 2021-03-31 | $202,433 | 2,390 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $258,886 | 3,109 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $571,210 | 6,989 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $615,536 | 7,729 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $618,164 | 7,729 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||