Position in AEP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,195,590
+$265,416 QoQ
Shares Held
16,750
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026EP Wealth Advisors, LLC holds $167,382,733 across 28 Utilities - Regulated Electric names. AEP ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
644,609 | $59,871,283 | |
| 2 | XEL |
Xcel Energy Inc
|
565,921 | $44,956,764 | |
| 3 | SO |
Southern Co
|
385,144 | $37,174,098 | |
| 4 | DUK |
Duke Energy CORP
|
28,787 | $3,769,369 | |
| 5 | IDA |
Idacorp Inc
|
17,550 | $2,509,123 | |
| 6 | AEP |
American Electric Power Co Inc
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|
16,750 | $2,195,590 | |
| 7 | ED |
Consolidated Edison Inc
|
16,193 | $1,832,723 | |
| 8 | ES |
Eversource Energy
|
24,148 | $1,672,973 |
All Filings in AEP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,195,590 | 16,750 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,930,174 | 16,739 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,360,086 | 13,108 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,292,664 | 11,830 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $954,857 | 10,353 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,134,448 | 11,057 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $862,133 | 9,826 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $762,587 | 8,857 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $570,489 | 7,024 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $524,057 | 6,967 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $86,220 | 1,024 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $498,312 | 5,194 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||