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Disclosery

Carnegie Investment Counsel: AEP position timeline

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

Carnegie Investment Counsel held 51,553 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,553 shares
    Change vs previous 13F +20,748 shares

    0.14% of the 13F portfolio, value $7,053,019.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 30,805 shares
    Change vs previous 13F -305 shares

    0.08% of the 13F portfolio, value $4,037,866.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 31,110 shares
    Change vs previous 13F +2,889 shares

    0.07% of the 13F portfolio, value $3,587,238.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 28,221 shares
    Change vs previous 13F +9,551 shares

    0.06% of the 13F portfolio, value $3,174,894.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 18,670 shares
    Change vs previous 13F +2,598 shares

    0.04% of the 13F portfolio, value $1,937,201.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 16,072 shares
    Change vs previous 13F +7,367 shares

    0.04% of the 13F portfolio, value $1,645,565.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 8,705 shares
    Change vs previous 13F +3,193 shares

    0.02% of the 13F portfolio, value $802,877.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 5,512 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $565,506.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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