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Stamos Capital Partners, L.P.: AEP position timeline

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

Stamos Capital Partners, L.P. held 17,410 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,410 shares
    Change vs previous 13F -699 shares

    0.37% of the 13F portfolio, value $2,381,862.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 18,109 shares
    Change vs previous 13F -2,128 shares

    0.37% of the 13F portfolio, value $2,373,728.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 20,237 shares
    Change vs previous 13F +5,632 shares

    0.37% of the 13F portfolio, value $2,333,528.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 14,605 shares
    Change vs previous 13F -7,627 shares

    0.31% of the 13F portfolio, value $1,643,063.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 22,232 shares
    Change vs previous 13F +4,193 shares

    0.41% of the 13F portfolio, value $2,306,792.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 18,039 shares
    Change vs previous 13F -6,431 shares

    0.52% of the 13F portfolio, value $1,971,122.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 24,470 shares
    Change vs previous 13F +5,310 shares

    0.53% of the 13F portfolio, value $2,256,868.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 19,160 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,965,816.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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