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NORTHCAPE WEALTH MANAGEMENT, LLC: AEP position timeline

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

NORTHCAPE WEALTH MANAGEMENT, LLC held 4,738 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,738 shares
    Change vs previous 13F -500 shares

    0.17% of the 13F portfolio, value $648,206.

    13F-HR 0001902806-26-000004 filed by NORTHCAPE WEALTH 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 5,238 shares
    Change vs previous 13F +14 shares

    0.19% of the 13F portfolio, value $686,597.

    13F-HR 0001902806-26-000003 filed by NORTHCAPE WEALTH 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 5,224 shares
    Change vs previous 13F -600 shares

    0.17% of the 13F portfolio, value $602,379.

    13F-HR 0001902806-26-000001 filed by NORTHCAPE WEALTH 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 5,824 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $655,200.

    13F-HR 0001902806-25-000007 filed by NORTHCAPE WEALTH 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 5,824 shares
    Change vs previous 13F +26 shares

    0.18% of the 13F portfolio, value $604,298.

    13F-HR 0001902806-25-000004 filed by NORTHCAPE WEALTH 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 5,798 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $633,547.

    13F-HR 0001902806-25-000003 filed by NORTHCAPE WEALTH 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 5,798 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $534,750.

    13F-HR 0001902806-25-000001 filed by NORTHCAPE WEALTH 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 5,798 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $594,875.

    13F-HR 0001902806-24-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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