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GUGGENHEIM CAPITAL LLC: AEP position timeline

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

GUGGENHEIM CAPITAL LLC held 229,243 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,243 shares
    Change vs previous 13F +14,298 shares

    0.2% of the 13F portfolio, value $31,362,736.

    13F-HR 0001283072-26-000004 filed by GUGGENHEIM CAPITAL LLC
    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 214,945 shares
    Change vs previous 13F -25,700 shares

    0.22% of the 13F portfolio, value $28,174,991.

    13F-HR 0001283072-26-000003 filed by GUGGENHEIM CAPITAL LLC
    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 240,645 shares
    Change vs previous 13F -32,334 shares

    0.2% of the 13F portfolio, value $27,748,775.

    13F-HR 0001283072-26-000002 filed by GUGGENHEIM CAPITAL LLC
    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 272,979 shares
    Change vs previous 13F -54,271 shares

    0.23% of the 13F portfolio, value $30,710,138.

    13F-HR 0001283072-25-000005 filed by GUGGENHEIM CAPITAL LLC
    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 327,250 shares
    Change vs previous 13F -3,255 shares

    0.28% of the 13F portfolio, value $33,955,460.

    13F-HR 0001283072-25-000004 filed by GUGGENHEIM CAPITAL 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 330,505 shares
    Change vs previous 13F -65,950 shares

    0.34% of the 13F portfolio, value $36,114,282.

    13F-HR 0001283072-25-000002 filed by GUGGENHEIM CAPITAL 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 396,455 shares
    Change vs previous 13F -59,422 shares

    0.3% of the 13F portfolio, value $36,565,044.

    13F-HR 0001283072-25-000001 filed by GUGGENHEIM CAPITAL 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 455,877 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $46,772,981.

    13F-HR 0001283072-24-000007 filed by GUGGENHEIM CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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