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CAPTRUST FINANCIAL ADVISORS: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on AEP, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 718,033 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 718,033 shares
    Change vs previous 13F -3,291 shares

    0.15% of the 13F portfolio, value $98,234,138.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 721,324 shares
    Change vs previous 13F +617,451 shares

    0.17% of the 13F portfolio, value $94,551,264.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 103,873 shares
    Change vs previous 13F +1,022 shares

    0.02% of the 13F portfolio, value $11,977,622.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 102,851 shares
    Change vs previous 13F +8,166 shares

    0.02% of the 13F portfolio, value $11,570,740.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 94,685 shares
    Change vs previous 13F +769 shares

    0.02% of the 13F portfolio, value $9,824,469.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 93,916 shares
    Change vs previous 13F +10,632 shares

    0.03% of the 13F portfolio, value $10,262,215.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 83,284 shares
    Change vs previous 13F +2,074 shares

    0.02% of the 13F portfolio, value $7,681,283.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 81,210 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,332,188.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).