Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in AEP — American Electric Power Co Inc
CIK 1510434
Seattle, WA
Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,941,469
+$141,348 QoQ
Shares Held
14,191
+3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#649
of 1,971 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $30,077,553 across 24 Utilities - Regulated Electric names. AEP ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
43,722 | $5,021,908 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
36,733 | $4,289,311 | |
| 3 | DUK |
Duke Energy CORP
|
29,120 | $3,686,009 | |
| 4 | NEE |
Nextera Energy Inc
|
31,565 | $2,770,459 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
14,191 | $1,941,469 | |
| 6 | ED |
Consolidated Edison Inc
|
16,604 | $1,836,900 | |
| 7 | AEE |
Ameren Corp
|
10,946 | $1,237,334 | |
| 8 | ES |
Eversource Energy
|
12,703 | $918,045 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,941,469 | 14,191 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $1,800,121 | 13,733 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,377,608 | 11,947 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $895,050 | 7,956 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $681,494 | 6,568 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $665,453 | 6,090 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $486,697 | 5,277 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $520,079 | 5,069 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $444,754 | 5,069 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $427,400 | 4,964 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $403,988 | 4,974 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $340,821 | 4,531 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $464,952 | 5,522 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $411,456 | 4,522 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $429,363 | 4,522 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $435,967 | 5,043 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $508,290 | 5,298 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $478,397 | 4,795 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $436,842 | 4,910 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $398,593 | 4,910 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $416,690 | 4,926 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $421,043 | 4,971 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $404,359 | 4,856 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $436,438 | 5,340 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $425,277 | 5,340 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $497,315 | 6,218 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||