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Rafferty Asset Management, LLC: AEP position timeline

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

Rafferty Asset Management, LLC held 169,412 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 169,412 shares
    Change vs previous 13F +35,028 shares

    0.05% of the 13F portfolio, value $23,177,256.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset 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 134,384 shares
    Change vs previous 13F -31,691 shares

    0.07% of the 13F portfolio, value $17,615,055.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset 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 166,075 shares
    Change vs previous 13F -4,587 shares

    0.07% of the 13F portfolio, value $19,150,108.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset 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 170,662 shares
    Change vs previous 13F -2,499 shares

    0.06% of the 13F portfolio, value $19,199,475.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset 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 173,161 shares
    Change vs previous 13F +4,368 shares

    0.06% of the 13F portfolio, value $17,967,185.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset 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 168,793 shares
    Change vs previous 13F -29,557 shares

    0.08% of the 13F portfolio, value $18,444,011.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset 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 198,350 shares
    Change vs previous 13F +22,137 shares

    0.06% of the 13F portfolio, value $18,293,821.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset 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 176,213 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $18,079,454.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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