AMERICAN ELECTRIC POWER · CUSIP 025537101 · CIK 1993325
As of 2026-06-30, Slocum, Gordon & Co LLP reported 63.80K AEP (shares), valued at $8.73M, or 5.80% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares decreased 3.48%; reported value increased 0.74%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.80% | 63,800 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 5.90% | 66,099 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 5.56% | 66,605 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 6.04% | 67,255 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 5.63% | 67,385 | SEC filing ↗Filed Aug 19, 2025 |
| Q1 2025 | 5.63% | 69,160 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 5.31% | 70,015 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 2.97% | 71,900 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 4.80% | 73,567 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 4.72% | 73,902 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 5.37% | 75,401 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 4.96% | 75,742 | SEC filing ↗Filed Nov 9, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.96% | 75,742 | $5.70M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 9, 2023 |
| Q4 2023 | 5.37% | 75,401 | $6.12M | Shares decreased 0.45%; reported value increased 7.49%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 4.72% | 73,902 | $6.36M | Shares decreased 1.99%; reported value increased 3.90%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 4.80% | 73,567 | $6.45M | Shares decreased 0.45%; reported value increased 1.44%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 2.97% | 71,900 | $7.38M | Shares decreased 2.27%; reported value increased 14.29%, and weight changed -1.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 5.31% | 70,015 | $6.46M | Shares decreased 2.62%; reported value decreased 12.46%, and weight changed +2.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 5.63% | 69,160 | $7.56M | Shares decreased 1.22%; reported value increased 17.03%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 5.63% | 67,385 | $6.99M | Shares decreased 2.57%; reported value decreased 7.48%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2025 |
| Q3 2025 | 6.04% | 67,255 | $7.57M | Shares decreased 0.19%; reported value increased 8.21%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 5.56% | 66,605 | $7.68M | Shares decreased 0.97%; reported value increased 1.51%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 5.90% | 66,099 | $8.66M | Shares decreased 0.76%; reported value increased 12.81%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 5.80% | 63,800 | $8.73M | Shares decreased 3.48%; reported value increased 0.74%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.