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Disclosery

MAI Capital Management: AEP position timeline

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

MAI Capital Management held 65,868 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 65,868 shares
    Change vs previous 13F +6,087 shares

    0.03% of the 13F portfolio, value $9,011,550.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 59,781 shares
    Change vs previous 13F +13,641 shares

    0.04% of the 13F portfolio, value $7,836,116.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 46,140 shares
    Change vs previous 13F +2,870 shares

    0.03% of the 13F portfolio, value $5,320,424.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 43,270 shares
    Change vs previous 13F +74 shares

    0.03% of the 13F portfolio, value $4,867,898.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 43,196 shares
    Change vs previous 13F +337 shares

    0.03% of the 13F portfolio, value $4,482,047.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 42,859 shares
    Change vs previous 13F +1,944 shares

    0.04% of the 13F portfolio, value $4,683,212.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 40,915 shares
    Change vs previous 13F +24,950 shares

    0.03% of the 13F portfolio, value $3,773,601.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 15,965 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,638,060.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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