Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$425,615
+$9,436 QoQ
Shares Held
3,111
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,203
of 1,972 holders
Holding Since
Mar 2022
16 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, 2026MJP ASSOCIATES INC /ADV holds $2,284,951 across 6 Utilities - Regulated Electric names. AEP ranks #2 (18.6% of the industry book) .
All Filings in AEP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,615 | 3,111 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $416,179 | 3,175 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $341,663 | 2,963 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $327,712 | 2,913 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $289,075 | 2,786 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $304,535 | 2,787 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $254,278 | 2,757 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $277,020 | 2,700 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $206,898 | 2,403 | Shares | Sole | 2024-04-11 | |
| 2023-09-30 | $200,912 | 2,671 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $563,971 | 6,698 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $645,119 | 7,090 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $638,348 | 6,723 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $464,582 | 5,374 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $361,118 | 3,764 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $204,428 | 2,049 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||