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MAINSTAY CAPITAL MANAGEMENT LLC /ADV: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAINSTAY CAPITAL MANAGEMENT LLC /ADV on AEP, newest first. How the timeline and the estimate are built.

MAINSTAY CAPITAL MANAGEMENT LLC /ADV held 13,493 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,493 shares
    Change vs previous 13F +127 shares

    0.14% of the 13F portfolio, value $1,845,977.

    13F-HR 0001127612-26-000005 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 13,366 shares
    Change vs previous 13F -638 shares

    0.14% of the 13F portfolio, value $1,752,015.

    13F-HR 0001127612-26-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 14,004 shares
    Change vs previous 13F -1,468 shares

    0.12% of the 13F portfolio, value $1,614,801.

    13F-HR 0001127612-26-000002 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 15,472 shares
    Change vs previous 13F -15,866 shares

    0.17% of the 13F portfolio, value $1,740,602.

    13F-HR 0001127612-25-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 31,338 shares
    Change vs previous 13F +15,954 shares

    0.16% of the 13F portfolio, value $3,251,630.

    13F-HR 0001085146-25-004134 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 15,384 shares
    Change vs previous 13F -203 shares

    0.23% of the 13F portfolio, value $1,681,010.

    13F-HR 0001085146-25-002600 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 15,587 shares
    Change vs previous 13F +323 shares

    0.22% of the 13F portfolio, value $1,437,590.

    13F-HR 0001085146-25-000746 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 15,264 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,566,087.

    13F-HR 0001085146-24-005075 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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