Perigon Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1575239
SAN FRANCISCO, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,227,347
+$319,600 QoQ
Shares Held
23,590
+6.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#530
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,663,808 across 22 Utilities - Regulated Electric names. AEP ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
119,680 | $10,504,313 | |
| 2 | SO |
Southern Co
|
34,256 | $3,278,641 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
23,590 | $3,227,347 | |
| 4 | DUK |
Duke Energy CORP
|
20,484 | $2,592,864 | |
| 5 | D |
Dominion Energy, Inc
|
32,322 | $2,207,269 | |
| 6 | ED |
Consolidated Edison Inc
|
14,020 | $1,551,032 | |
| 7 | EXC |
Exelon Corp
|
29,638 | $1,381,723 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
12,259 | $994,940 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,227,347 | 23,590 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,907,747 | 22,183 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,540,048 | 22,028 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,375,775 | 21,118 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,410,202 | 13,591 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,456,678 | 13,331 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,221,217 | 13,241 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,344,367 | 13,103 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,137,900 | 12,969 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,141,944 | 13,263 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $819,997 | 10,096 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $711,656 | 9,461 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $619,712 | 7,360 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $669,959 | 7,363 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $701,205 | 7,385 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $621,661 | 7,191 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $610,178 | 6,360 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $602,511 | 6,039 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $504,370 | 5,669 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $459,641 | 5,662 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $486,392 | 5,750 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $463,139 | 5,468 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $217,334 | 2,610 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $204,079 | 2,497 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $223,151 | 2,802 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $233,861 | 2,924 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||