WBH ADVISORY INC

Position in AEP — American Electric Power Co Inc

CIK 1259671 BALTIMORE, MD

Position in AEP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$506,470

+$34,320 QoQ

Shares Held

3,702

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,113

of 1,972 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Utilities · as of Jun 30, 2026

WBH ADVISORY INC holds $2,465,316 across 5 Utilities - Regulated Electric names. AEP ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	11,830	$1,038,319
2	AEP	American Electric Power Co Inc This page	3,702	$506,470
3	DUK	Duke Energy CORP	3,596	$455,181
4	EXC	Exelon Corp	5,493	$256,083
5	LNT	Alliant Energy Corp	2,743	$209,263

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$506,470	3,702	+2.8%	Shares	Sole	2026-08-05
2026-03-31	$472,150	3,602	-0.4%	Shares	Sole	2026-04-27
2025-12-31	$417,076	3,617	-0.2%	Shares	Sole	2026-01-26
2025-09-30	$407,700	3,624	0.0%	Shares	Sole	2025-10-30
2025-06-30	$376,026	3,624	-15.1%	Shares	Sole	2025-07-30
2025-03-31	$466,692	4,271	-2.6%	Shares	Sole	2025-05-12
2024-12-31	$404,613	4,387	-12.3%	Shares	Sole	2025-01-31
2024-09-30	$513,513	5,005	-7.5%	Shares	Sole	2024-10-15
2024-06-30	$474,497	5,408	-3.2%	Shares	Sole	2024-07-11
2024-03-31	$480,868	5,585	-4.4%	Shares	Sole	2024-04-16
2023-12-31	$474,730	5,845	-2.7%	Shares	Sole	2024-01-09
2023-09-30	$451,771	6,006	-6.1%	Shares	Sole	2023-10-10
2023-06-30	$538,795	6,399	-4.5%	Shares	Sole	2023-07-12
2023-03-31	$609,542	6,699	-6.8%	Shares	Sole	2023-04-20
2022-09-30	$621,489	7,189	-0.3%	Shares	Sole	2022-10-18
2022-06-30	$691,535	7,208	+0.0%	Shares	Sole	2022-07-12
2022-03-31	$718,942	7,206	-0.8%	Shares	Sole	2022-04-29
2021-12-31	$646,367	7,265	+3.7%	Shares	Sole	2022-01-28
2021-09-30	$568,503	7,003	+0.0%	Shares	Sole	2021-10-25
2021-06-30	$592,214	7,001	-0.7%	Shares	Sole	2021-07-27
2021-03-31	$597,050	7,049	+0.0%	Shares	Sole	2021-04-19
2020-12-31	$586,803	7,047	-3.2%	Shares	Sole	2021-01-21
2020-09-30	$594,994	7,280	-5.0%	Shares	Sole	2020-10-27
2020-06-30	$610,281	7,663	-0.6%	Shares	Sole	2020-08-05
2020-03-31	$616,405	7,707	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.