Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$336,826
+$118,972 QoQ
Shares Held
2,462
+48.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,326
of 1,971 holders
Holding Since
Mar 2020
24 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, 2026Heritage Wealth Advisors holds $35,099,998 across 16 Utilities - Regulated Electric names. AEP ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
251,426 | $31,825,503 | |
| 2 | D |
Dominion Energy, Inc
|
16,444 | $1,122,960 | |
| 3 | NEE |
Nextera Energy Inc
|
5,640 | $495,022 | |
| 4 | ETR |
Entergy Corp /De/
|
4,276 | $491,141 | |
| 5 | SO |
Southern Co
|
4,669 | $446,869 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
2,462 | $336,826 | |
| 7 | XEL |
Xcel Energy Inc
|
1,040 | $83,512 | |
| 8 | DTE |
Dte Energy Co
|
450 | $68,566 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,826 | 2,462 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $217,854 | 1,662 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $183,112 | 1,588 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $167,962 | 1,493 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $134,161 | 1,293 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $137,352 | 1,257 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $115,933 | 1,257 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $128,968 | 1,257 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $145,385 | 1,657 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $108,227 | 1,257 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $80,976 | 997 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $41,145 | 547 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $78,306 | 930 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $84,620 | 930 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $112,705 | 1,187 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $102,616 | 1,187 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $113,880 | 1,187 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $118,426 | 1,187 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $96,360 | 1,187 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $130,183 | 1,537 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $127,985 | 1,537 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $125,619 | 1,537 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $122,406 | 1,537 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $122,929 | 1,537 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||