Ownership history in Stolper Co Β· 3 quarters on record
This page tracks every 13F SEC filing in which Stolper Co reported a position in AMERICAN ELEC PWR COMPANY INCO (AEP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Stolper Co outperformed the S&P 500 by +3.7% annually on this AEP position. Average cost basis: $101.46. Maximum drawdown during holding period: β0.0%.
β
Outperformed SPY on this position by 3.7% ann.
2 quarters analyzed
Best entry: $101.31 (2025 Q2) Β· Worst: $114.41 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 1 trim. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.75% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size