Position in AEP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,148,109
+$48,873 QoQ
Shares Held
8,392
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#805
of 1,968 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, 2026JFS WEALTH ADVISORS, LLC holds $3,489,544 across 35 Utilities - Regulated Electric names. AEP ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
8,392 | $1,148,109 | |
| 2 | DUK |
Duke Energy CORP
|
5,928 | $750,366 | |
| 3 | NEE |
Nextera Energy Inc
|
4,813 | $422,437 | |
| 4 | EXC |
Exelon Corp
|
6,579 | $306,712 | |
| 5 | FE |
Firstenergy Corp
|
4,564 | $216,972 | |
| 6 | SO |
Southern Co
|
1,655 | $158,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,251 | $101,531 | |
| 8 | PPL |
PPL Corp
|
1,575 | $57,251 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,109 | 8,392 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,099,236 | 8,386 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $972,063 | 8,430 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $939,150 | 8,348 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $865,254 | 8,339 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $914,371 | 8,368 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $766,892 | 8,315 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $854,247 | 8,326 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $117,483 | 1,339 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $114,254 | 1,327 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $105,423 | 1,298 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $100,569 | 1,337 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $132,530 | 1,574 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $118,014 | 1,297 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $123,719 | 1,303 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $100,800 | 1,166 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $109,947 | 1,146 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $111,243 | 1,115 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $92,617 | 1,041 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $80,774 | 995 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $94,909 | 1,122 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $85,885 | 1,014 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $83,686 | 1,005 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $81,403 | 996 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $109,584 | 1,376 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $78,380 | 980 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||