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Next Capital Management LLC: AEP position timeline

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

Next Capital Management LLC held 5,497 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,497 shares
    Change vs previous 13F -155 shares

    0.2% of the 13F portfolio, value $752,045.

    13F-HR 0001437749-26-025432 filed by Next Capital Management 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 5,652 shares
    Change vs previous 13F +577 shares

    0.22% of the 13F portfolio, value $740,864.

    13F-HR 0001437749-26-015365 filed by Next Capital Management 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 5,075 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $585,198.

    13F-HR 0001437749-26-003766 filed by Next Capital Management 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 5,075 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $570,938.

    13F-HR 0001437749-25-033205 filed by Next Capital Management 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 5,075 shares
    Change vs previous 13F -2,953 shares

    0.19% of the 13F portfolio, value $526,582.

    13F-HR 0001437749-25-024802 filed by Next Capital Management 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 8,028 shares
    Change vs previous 13F +408 shares

    0.42% of the 13F portfolio, value $877,236.

    13F-HR 0001437749-25-014677 filed by Next Capital Management 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 7,620 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $702,793.

    13F-HR 0001437749-25-003355 filed by Next Capital Management 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 7,620 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $781,812.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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