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ZACKS INVESTMENT MANAGEMENT: AEP position timeline

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

ZACKS INVESTMENT MANAGEMENT held 795,130 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 795,130 shares
    Change vs previous 13F +3,998 shares

    0.77% of the 13F portfolio, value $108,781,887.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT 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 791,132 shares
    Change vs previous 13F +374 shares

    0.83% of the 13F portfolio, value $103,701,551.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT 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 790,758 shares
    Change vs previous 13F +11,892 shares

    0.72% of the 13F portfolio, value $91,182,336.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT 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 778,866 shares
    Change vs previous 13F +3,114 shares

    0.7% of the 13F portfolio, value $87,622,439.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT 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 775,752 shares
    Change vs previous 13F +8,226 shares

    0.69% of the 13F portfolio, value $80,492,064.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT 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 767,526 shares
    Change vs previous 13F +19,080 shares

    0.78% of the 13F portfolio, value $83,867,473.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT 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 748,446 shares
    Change vs previous 13F -33,303 shares

    0.64% of the 13F portfolio, value $69,029,135.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT 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 781,749 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $80,207,425.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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