Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,423,507
+$105,892 QoQ
Shares Held
10,405
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#734
of 1,972 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $55,859,595 across 10 Utilities - Regulated Electric names. AEP ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
451,739 | $39,649,131 | |
| 2 | DUK |
Duke Energy CORP
|
86,020 | $10,888,410 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
10,405 | $1,423,507 | |
| 4 | ETR |
Entergy Corp /De/
|
6,757 | $776,109 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,569 | $767,061 | |
| 6 | EXC |
Exelon Corp
|
16,201 | $755,290 | |
| 7 | SO |
Southern Co
|
7,801 | $746,633 | |
| 8 | ED |
Consolidated Edison Inc
|
3,451 | $381,784 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,423,507 | 10,405 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,317,615 | 10,052 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,144,105 | 9,922 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,131,525 | 10,058 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $850,416 | 8,196 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $808,269 | 7,397 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $757,576 | 8,214 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,225,967 | 11,949 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,362,776 | 15,532 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,342,556 | 15,593 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,307,072 | 16,093 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $369,254 | 4,909 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $306,572 | 3,641 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $389,437 | 4,280 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $406,386 | 4,280 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $468,645 | 5,421 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $446,696 | 4,656 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $249,624 | 2,502 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $228,119 | 2,564 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $203,112 | 2,502 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $212,997 | 2,518 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $216,323 | 2,554 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||