B. Riley Wealth Advisors, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1464811
MEMPHIS, TN
Position in AEP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$516,731
+$95,178 QoQ
Shares Held
3,777
+17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,106
of 1,972 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $8,429,787 across 13 Utilities - Regulated Electric names. AEP ranks #8 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,332 | $1,345,689 | |
| 2 | DUK |
Duke Energy CORP
|
10,151 | $1,284,913 | |
| 3 | SO |
Southern Co
|
10,899 | $1,043,143 | |
| 4 | ED |
Consolidated Edison Inc
|
8,907 | $985,381 | |
| 5 | NGG |
National Grid PLC
|
9,077 | $752,210 | |
| 6 | EVRG |
Evergy, Inc.
|
6,601 | $570,524 | |
| 7 | ETR |
Entergy Corp /De/
|
4,967 | $570,509 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
3,777 | $516,731 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,731 | 3,777 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $421,553 | 3,216 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $440,714 | 3,822 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $494,100 | 4,392 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $403,211 | 3,886 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,694,683 | 29,217 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $3,183,575 | 31,029 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $3,016,062 | 34,375 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,233,089 | 25,936 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,380,314 | 29,307 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,950,905 | 25,936 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $7,049,476 | 83,723 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,517,875 | 27,672 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,144,160 | 22,582 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,208,830 | 13,983 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $684,435 | 7,134 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $916,886 | 9,190 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $804,110 | 9,038 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $706,022 | 8,697 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $689,493 | 8,151 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $689,203 | 8,137 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $480,467 | 5,770 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $952,807 | 11,658 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $954,246 | 11,982 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,049,817 | 13,126 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||