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PRINCIPAL FINANCIAL GROUP INC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRINCIPAL FINANCIAL GROUP INC on AEP, newest first. How the timeline and the estimate are built.

PRINCIPAL FINANCIAL GROUP INC held 672,767 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 672,767 shares
    Change vs previous 13F -10,271 shares

    0.04% of the 13F portfolio, value $92,041,260.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 12,761 shares
    • PRINCIPAL FINANCIAL GROUP INC: 660,006 shares

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

  2. period ended2026-03-31
    13F 683,038 shares
    Change vs previous 13F +1,177 shares

    0.05% of the 13F portfolio, value $89,532,671.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 9,889 shares
    • PRINCIPAL FINANCIAL GROUP INC: 673,149 shares

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

  3. period ended2025-12-31
    13F 681,861 shares
    Change vs previous 13F +24,187 shares

    0.04% of the 13F portfolio, value $78,625,378.

    13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 7,907 shares
    • PRINCIPAL FINANCIAL GROUP INC: 673,954 shares

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

  4. period ended2025-09-30
    13F 657,674 shares
    Change vs previous 13F -869 shares

    0.04% of the 13F portfolio, value $73,988,361.

    13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 7,967 shares
    • PRINCIPAL FINANCIAL GROUP INC: 649,707 shares

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

  5. period ended2025-06-30
    13F 658,543 shares
    Change vs previous 13F +40,333 shares

    0.04% of the 13F portfolio, value $68,330,453.

    13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 6,658 shares
    • PRINCIPAL FINANCIAL GROUP INC: 651,885 shares

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

  6. period ended2025-03-31
    13F 618,210 shares
    Change vs previous 13F -3,145 shares

    0.04% of the 13F portfolio, value $67,461,153.

    13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 5,322 shares
    • PRINCIPAL FINANCIAL GROUP INC: 612,888 shares

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

  7. period ended2024-12-31
    13F 621,355 shares
    Change vs previous 13F -22,929 shares

    0.03% of the 13F portfolio, value $57,307,606.

    13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 5,257 shares
    • PRINCIPAL FINANCIAL GROUP INC: 616,098 shares

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

  8. period ended2024-09-30
    13F/A 644,284 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $66,103,492.

    13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 4,255 shares
    • PRINCIPAL FINANCIAL GROUP INC: 640,029 shares

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