Position in AEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,183,816
+$144,221 QoQ
Shares Held
8,653
+9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#793
of 1,972 holders
Holding Since
Mar 2020
24 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, 2026Arrow Financial Corp holds $3,467,115 across 4 Utilities - Regulated Electric names. AEP ranks #1 (34.1% of the industry book) .
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,183,816 | 8,653 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $1,039,595 | 7,931 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $991,089 | 8,595 | Shares | Other | 2026-02-05 | |
| 2025-09-30 | $806,512 | 7,169 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $559,577 | 5,393 | Shares | Defined | 2025-08-11 | |
| 2024-09-30 | $75,205 | 733 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $64,313 | 733 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $65,866 | 765 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $70,255 | 865 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $65,065 | 865 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $72,833 | 865 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $55,958 | 615 | Shares | Defined | 2023-05-03 | |
| 2022-12-31 | $51,273 | 540 | Shares | Defined | 2023-02-02 | |
| 2022-09-30 | $29,393 | 340 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $32,619 | 340 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $33,921 | 340 | Shares | Defined | 2022-04-26 | |
| 2021-12-31 | $38,435 | 432 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $76,309 | 940 | Shares | Defined | 2021-10-21 | |
| 2021-06-30 | $83,405 | 986 | Shares | Other | 2021-07-21 | |
| 2021-03-31 | $28,798 | 340 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $28,311 | 340 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $27,788 | 340 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $33,050 | 415 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $33,191 | 415 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||