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KCM INVESTMENT ADVISORS LLC: AEP position timeline

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

KCM INVESTMENT ADVISORS LLC held 6,308 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,308 shares
    Change vs previous 13F -389 shares

    0.03% of the 13F portfolio, value $862,957.

    13F-HR 0001941040-26-000602 filed by KCM INVESTMENT ADVISORS LLC
    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 6,697 shares
    Change vs previous 13F +56 shares

    0.03% of the 13F portfolio, value $877,820.

    13F-HR 0001941040-26-000374 filed by KCM INVESTMENT ADVISORS LLC
    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 6,641 shares
    Change vs previous 13F +85 shares

    0.02% of the 13F portfolio, value $765,754.

    13F-HR 0001941040-26-000153 filed by KCM INVESTMENT ADVISORS LLC
    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 6,556 shares
    Change vs previous 13F +169 shares

    0.02% of the 13F portfolio, value $737,572.

    13F-HR 0001941040-25-000642 filed by KCM INVESTMENT ADVISORS LLC
    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 6,387 shares
    Change vs previous 13F -376 shares

    0.02% of the 13F portfolio, value $662,681.

    13F-HR 0001941040-25-000435 filed by KCM INVESTMENT ADVISORS LLC
    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 6,763 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $738,987.

    13F-HR 0001941040-25-000297 filed by KCM INVESTMENT ADVISORS LLC
    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 6,747 shares
    Change vs previous 13F +353 shares

    0.02% of the 13F portfolio, value $622,320.

    13F-HR 0001941040-25-000147 filed by KCM INVESTMENT ADVISORS LLC
    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 6,394 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $655,979.

    13F-HR 0001941040-24-000472 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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