SEC 13F Intelligence

Alpha Cubed Investments, LLC / AEP

Alpha Cubed Investments, LLC’s American Elec Pwr Co Inc Position

Does Alpha Cubed Investments, LLC own American Elec Pwr Co Inc (AEP)? Yes — 644.4K shares worth $74M (+2.54% of its 13F portfolio) as of Q4 2025, down from 665.6K shares the prior filed quarter.

Position Value
$74M
Q4 2025
Shares
644.4K
% of Portfolio
+2.54%
Quarters Held
27
currently held

Position History AEP

Reported value by quarter
Q2 ’19: $16MQ2 ’19Q3 ’19: $18MQ4 ’19: $20MQ1 ’20: $18MQ2 ’20: $17MQ2 ’20Q3 ’20: $17MQ4 ’20: $18MQ1 ’21: $19MQ2 ’21: $22MQ2 ’21Q3 ’21: $20MQ4 ’21: $23MQ1 ’22: $29MQ2 ’22: $33MQ2 ’22Q3 ’22: $29MQ4 ’22: $29MQ1 ’23: $26MQ2 ’23: $23MQ2 ’23Q3 ’23: $21MQ4 ’23: $14MQ1 ’24: $35MQ2 ’24: $37MQ2 ’24Q3 ’24: $44MQ4 ’24: $50MQ1 ’25: $64MQ2 ’25: $68MQ2 ’25Q3 ’25: $75MQ4 ’25: $74Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025644.4K$74M+2.54%
Q3 2025665.6K$75M+2.61%
Q2 2025658.9K$68M+2.59%
Q1 2025587.4K$64M+2.86%
Q4 2024545.9K$50M+2.30%
Q3 2024427.7K$44M+1.95%
Q2 2024423.4K$37M+1.77%
Q1 2024408.0K$35M+1.83%
Q4 2023170.4K$14M+0.77%
Q3 2023280.8K$21M+1.42%
Q2 2023277.2K$23M+1.57%
Q1 2023288.5K$26M+1.90%
Q4 2022300.4K$29M+2.16%
Q3 2022332.9K$29M+2.25%
Q2 2022347.3K$33M+2.42%
Q1 2022292.1K$29M+1.87%
Q4 2021257.0K$23M+1.50%
Q3 2021248.0K$20M+1.51%
Q2 2021259.0K$22M+1.58%
Q1 2021228.6K$19M+1.50%
Q4 2020221.7K$18M+1.58%
Q3 2020213.0K$17M+1.66%
Q2 2020214.2K$17M+1.87%
Q1 2020222.1K$18M+2.14%
Q4 2019209.9K$20M+2.04%
Q3 2019197.0K$18M+2.15%
Q2 2019176.3K$16M+1.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Cubed Investments, LLC’s full portfolio or all institutional holders of AEP.