Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,090,001
+$1,596,580 QoQ
Shares Held
146,846
+4.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#228
of 1,972 holders
Holding Since
Jun 2023
10 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, 2026ADVISORY RESEARCH INC holds $20,090,001 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
|
146,846 | $20,090,001 |
All Filings in AEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,090,001 | 146,846 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,493,421 | 141,085 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,718,482 | 136,315 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,035,512 | 133,649 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,799,275 | 113,717 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,731,297 | 98,209 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,795,194 | 106,204 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,985,587 | 107,072 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,741,651 | 88,234 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $252,263 | 2,996 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||