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MATRIX ASSET ADVISORS INC/NY: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on AEP, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 179,543 AEP shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 179,543 shares
    Change vs previous 13F +25,055 shares

    1.76% of the 13F portfolio, value $21,301,018.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 154,488 shares
    Change vs previous 13F +5,716 shares

    1.72% of the 13F portfolio, value $21,135,545.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 148,772 shares
    Change vs previous 13F -36,509 shares

    1.79% of the 13F portfolio, value $19,501,074.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 185,281 shares
    Change vs previous 13F -5,835 shares

    1.92% of the 13F portfolio, value $21,364,788.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 191,116 shares
    Change vs previous 13F +259 shares

    1.99% of the 13F portfolio, value $21,500,547.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 190,857 shares
    Change vs previous 13F -38,740 shares

    2% of the 13F portfolio, value $19,803,290.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 229,597 shares
    Change vs previous 13F -17 shares

    2.77% of the 13F portfolio, value $25,088,064.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 229,614 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $21,177,299.

    13F-HR 0001172661-25-000313 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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