AEP — AMERICAN ELEC PWR CO INC

Ownership history in INCEPTIONR LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in AMERICAN ELEC PWR CO INC (AEP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.44% (2025 Q4)
Avg. % of fund
0.27%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,736 +6,832 +99.0% 0.44% $1.6M $114.41
2025 Q3 ADDED 6,904 +4,081 +144.6% 0.19% $777K $110.74
2024 Q4 REDUCED 2,823 -10,603 -79.0% 0.06% $260K $88.42
2023 Q1 INITIATED 13,426 — — 0.39% $1.2M $81.29
% of Fund (quarterly)    AEP price (monthly, adj. close)

Other funds also holding AEP

As of 2025 Q4 — sorted by position size

Heathbridge Capital Management Ltd. 3Y 7Y 7.74% Nexus Investment Management ULC 3Y 7Y 6.18% Slocum, Gordon & Co LLP 5.56% ANTIPODES PARTNERS Ltd 3Y 7Y 4.43% Eastover Investment Advisors LLC 3Y 7Y 3.44% Aventail Capital Group, LP 3Y 3.26% GQG Partners LLC 3Y 7Y 3.21% Stolper Co 3Y 2.75% Allen Mooney & Barnes Investment Advisors LLC 2.65% Alpha Cubed Investments, LLC 3Y 7Y 2.54%
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