Smith Salley Wealth Management
Position in AEP — American Electric Power Co Inc
CIK 1482012
GREENSBORO, NC
Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,275,449
+$281,049 QoQ
Shares Held
31,251
+2.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#473
of 1,972 holders
Holding Since
Mar 2023
14 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, 2026Smith Salley Wealth Management holds $45,002,000 across 5 Utilities - Regulated Electric names. AEP ranks #3 (9.5% of the industry book) .
All Filings in AEP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,275,449 | 31,251 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,994,400 | 30,473 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,402,106 | 29,504 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,277,237 | 29,131 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,024,396 | 29,148 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,087,970 | 28,260 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,472,225 | 26,805 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,745,781 | 26,762 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,280,362 | 25,990 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,225,512 | 25,848 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,336,211 | 28,764 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $2,302,934 | 30,616 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $2,627,376 | 31,204 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $2,837,340 | 31,183 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||