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SHELTON CAPITAL MANAGEMENT: AEP position timeline

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

SHELTON CAPITAL MANAGEMENT held 61,719 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 61,719 shares
    Change vs previous 13F -1,027 shares

    0.16% of the 13F portfolio, value $8,443,776.

    13F-HR 0001999371-26-017998 filed by SHELTON CAPITAL MANAGEMENT
    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 62,746 shares
    Change vs previous 13F -1,106 shares

    0.18% of the 13F portfolio, value $8,224,746.

    13F-HR 0001999371-26-010847 filed by SHELTON CAPITAL MANAGEMENT
    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 63,852 shares
    Change vs previous 13F +1,888 shares

    0.15% of the 13F portfolio, value $7,362,774.

    13F-HR 0001999371-26-003406 filed by SHELTON CAPITAL MANAGEMENT
    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 61,964 shares
    Change vs previous 13F -1,287 shares

    0.15% of the 13F portfolio, value $6,970,950.

    13F-HR 0001999371-25-017880 filed by SHELTON CAPITAL MANAGEMENT
    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 63,251 shares
    Change vs previous 13F -1,561 shares

    0.15% of the 13F portfolio, value $6,562,924.

    13F-HR 0001999371-25-011223 filed by SHELTON CAPITAL MANAGEMENT
    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 64,812 shares
    Change vs previous 13F -1,995 shares

    0.17% of the 13F portfolio, value $7,082,007.

    13F-HR 0001999371-25-006211 filed by SHELTON CAPITAL MANAGEMENT
    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 66,807 shares
    Change vs previous 13F -69 shares

    0.15% of the 13F portfolio, value $6,161,610.

    13F-HR 0001839882-25-008781 filed by SHELTON CAPITAL MANAGEMENT
    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 66,876 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,861,478.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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