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Edgemoor Investment Advisors, Inc.: AEP position timeline

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

Edgemoor Investment Advisors, Inc. held 123,349 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,349 shares
    Change vs previous 13F -1 shares

    1.15% of the 13F portfolio, value $16,875,407.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    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 123,350 shares
    Change vs previous 13F +621 shares

    1.27% of the 13F portfolio, value $16,168,747.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    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 122,729 shares
    Change vs previous 13F +196 shares

    1.1% of the 13F portfolio, value $14,151,907.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    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 122,533 shares
    Change vs previous 13F -471 shares

    1.06% of the 13F portfolio, value $13,784,988.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    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 123,004 shares
    Change vs previous 13F -3,853 shares

    1.1% of the 13F portfolio, value $12,762,918.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    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 126,857 shares
    Change vs previous 13F -2,016 shares

    1.27% of the 13F portfolio, value $13,861,703.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    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 128,873 shares
    Change vs previous 13F +2,266 shares

    1.05% of the 13F portfolio, value $11,886,025.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    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 126,607 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $12,989,907.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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