Skip to content
Disclosery

Stack Financial Management, Inc: AEP position timeline

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

Stack Financial Management, Inc held 281,488 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 281,488 shares
    Change vs previous 13F +125 shares

    3.01% of the 13F portfolio, value $38,510,355.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    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 281,363 shares
    Change vs previous 13F -1,236 shares

    2.71% of the 13F portfolio, value $36,881,084.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    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 282,599 shares
    Change vs previous 13F -5,055 shares

    2.49% of the 13F portfolio, value $32,586,510.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    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 287,654 shares
    Change vs previous 13F -3,715 shares

    2.69% of the 13F portfolio, value $32,361,094.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    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 291,369 shares
    Change vs previous 13F -4,623 shares

    2.67% of the 13F portfolio, value $30,232,465.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    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 295,992 shares
    Change vs previous 13F -3,433 shares

    2.69% of the 13F portfolio, value $32,343,064.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    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 299,425 shares
    Change vs previous 13F +108,389 shares

    2.53% of the 13F portfolio, value $27,615,937.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    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 191,036 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $19,600,259.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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