McKinley Carter Wealth Services, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1484265
WHEELING, WV
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$782,826
+$154,691 QoQ
Shares Held
5,722
+19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#926
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $9,239,796 across 8 Utilities - Regulated Electric names. AEP ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
40,031 | $3,513,520 | |
| 2 | ES |
Eversource Energy
|
38,560 | $2,786,731 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
5,722 | $782,826 | |
| 4 | DTE |
Dte Energy Co
|
3,717 | $566,359 | |
| 5 | DUK |
Duke Energy CORP
|
3,827 | $484,421 | |
| 6 | SO |
Southern Co
|
4,560 | $436,437 | |
| 7 | IDA |
Idacorp Inc
|
2,398 | $362,817 | |
| 8 | LNT |
Alliant Energy Corp
|
4,020 | $306,685 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,826 | 5,722 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $628,135 | 4,792 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $720,572 | 6,249 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $702,900 | 6,248 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $648,292 | 6,248 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $484,940 | 4,438 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $408,025 | 4,424 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $458,622 | 4,470 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $392,724 | 4,476 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $384,608 | 4,467 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $368,332 | 4,535 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $341,047 | 4,534 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $381,594 | 4,532 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $399,810 | 4,394 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $447,499 | 4,713 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $330,930 | 3,828 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $352,099 | 3,670 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $361,167 | 3,620 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $353,121 | 3,969 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $347,856 | 4,285 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $348,933 | 4,125 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $352,182 | 4,158 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $330,748 | 3,972 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $256,959 | 3,144 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $250,069 | 3,140 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $239,620 | 2,996 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||