AVITY INVESTMENT MANAGEMENT INC.
Position in AEP — American Electric Power Co Inc
CIK 926834
GREENWICH, CT
Position in AEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$919,910
-$46,673 QoQ
Shares Held
6,724
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#869
of 1,972 holders
Holding Since
Mar 2024
10 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, 2026AVITY INVESTMENT MANAGEMENT INC. holds $45,183,530 across 3 Utilities - Regulated Electric names. AEP ranks #2 (2.0% of the industry book) .
All Filings in AEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,910 | 6,724 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $966,583 | 7,374 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $913,716 | 7,924 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $818,325 | 7,274 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $531,666 | 5,124 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $554,435 | 5,074 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $417,248 | 4,524 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $448,772 | 4,374 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $440,805 | 5,024 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $213,011 | 2,474 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||