Institute for Wealth Management, LLC.
Position in AEP — American Electric Power Co Inc
CIK 1533954
DENVER, CO
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$609,898
+$12,436 QoQ
Shares Held
4,458
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,024
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $3,355,213 across 21 Utilities - Regulated Electric names. AEP ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
9,611 | $656,335 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
4,458 | $609,898 | |
| 3 | PCG |
PG&E Corp
|
22,237 | $374,026 | |
| 4 | SO |
Southern Co
|
3,507 | $335,654 | |
| 5 | MGEE |
Mge Energy Inc
|
2,430 | $198,142 | |
| 6 | EIX |
Edison International
|
2,604 | $193,867 | |
| 7 | ETR |
Entergy Corp /De/
|
1,562 | $179,411 | |
| 8 | DUK |
Duke Energy CORP
|
1,360 | $172,148 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,898 | 4,458 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $597,462 | 4,558 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $510,823 | 4,430 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $485,325 | 4,314 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $458,100 | 4,415 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $474,778 | 4,345 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $405,812 | 4,400 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $478,526 | 4,664 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $412,114 | 4,697 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $405,444 | 4,709 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $369,063 | 4,544 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $346,388 | 4,605 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $393,382 | 4,672 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $434,477 | 4,775 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $458,608 | 4,830 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $425,939 | 4,927 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $463,102 | 4,827 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $481,589 | 4,827 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $429,458 | 4,827 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $411,095 | 5,064 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $430,647 | 5,091 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $435,866 | 5,146 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $450,157 | 5,406 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $535,576 | 6,553 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $576,832 | 7,243 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $574,336 | 7,181 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||