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Disclosery

TORTOISE CAPITAL ADVISORS, L.L.C.: AEP position timeline

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

TORTOISE CAPITAL ADVISORS, L.L.C. held 308,617 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 308,617 shares
    Change vs previous 13F +308,617 shares

    0.43% of the 13F portfolio, value $42,221,892.

    13F-HR 0001280965-26-000003 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -222,426 shares

    13F-HR 0001280965-25-000002 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-09-30
    13F 222,426 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $22,820,908.

    13F-HR 0001280965-24-000060 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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