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Calamos Advisors LLC: AEP position timeline

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

Calamos Advisors LLC held 139,497 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,497 shares
    Change vs previous 13F -12,901 shares

    0.06% of the 13F portfolio, value $19,084,585.

    13F-HR 0001316507-26-000003 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 132,750 shares
    • Calamos Wealth Management LLC: 6,747 shares

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

  2. period ended2026-03-31
    13F 152,398 shares
    Change vs previous 13F +12,104 shares

    0.07% of the 13F portfolio, value $19,976,329.

    13F-HR 0001316507-26-000002 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 143,808 shares
    • Calamos Wealth Management LLC: 8,590 shares

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

  3. period ended2025-12-31
    13F 140,294 shares
    Change vs previous 13F -4,218 shares

    0.06% of the 13F portfolio, value $16,177,302.

    13F-HR 0001316507-26-000001 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 135,218 shares
    • Calamos Wealth Management LLC: 5,076 shares

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

  4. period ended2025-09-30
    13F 144,512 shares
    Change vs previous 13F +3,804 shares

    0.06% of the 13F portfolio, value $16,257,600.

    13F-HR 0001316507-25-000003 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 140,708 shares
    • Calamos Wealth Management LLC: 3,804 shares

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

  5. period ended2025-06-30
    13F 140,708 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $14,599,862.

    13F-HR 0001085146-25-004696 filed by Calamos Advisors LLC
    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 140,708 shares
    Change vs previous 13F +1,567 shares

    0.07% of the 13F portfolio, value $15,375,163.

    13F-HR 0001085146-25-002415 filed by Calamos Advisors LLC
    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 139,141 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $12,832,974.

    13F-HR 0001085146-25-000482 filed by Calamos Advisors LLC
    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 139,141 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $14,275,867.

    13F-HR 0001085146-24-005402 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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