SHUTTLEWORTH & Co AEP AMERICAN ELEC PWR CO INC

Ownership history in SHUTTLEWORTH & Co  ·  4 quarters on record

AI Ownership Summary

SHUTTLEWORTH & Co reported AMERICAN ELEC PWR CO INC (AEP) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.36% in 2026 Q1. The latest visible filing shows AEP at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHUTTLEWORTH & Co's position in AMERICAN ELEC PWR CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AEP was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SHUTTLEWORTH & Co held AEP — position size vs. price
% of Fund (quarterly)    AEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 2,980 -30 -1.0% 0.33% $408K 2026-08-05 $126.47
2026 Q1 UNCHANGED 3,010 0% 0.36% $395K 2026-05-20 $128.87
2025 Q4 UNCHANGED 3,010 0% 0.32% $347K 2026-02-13 $129.00
2025 Q3 INITIATED 3,010 0.31% $339K 2025-11-17 $121.86

FAQ About SHUTTLEWORTH & Co and AEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has SHUTTLEWORTH & Co reported owning AEP?

SHUTTLEWORTH & Co reported AEP across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AEP position in SHUTTLEWORTH & Co's portfolio?

The largest reported portfolio weight for AEP was 0.36% in 2026 Q1.

What is the latest reported AEP position on this page?

The most recent filing on this page is 2026 Q2, when SHUTTLEWORTH & Co reported 2,980 shares, equal to 0.33% of portfolio, with an estimated market value of $408K.

What does the chart on this AEP ownership page compare?

The chart compares SHUTTLEWORTH & Co's quarterly AEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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