Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$361,178
-$388,861 QoQ
Shares Held
2,640
-53.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,288
of 1,972 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 13%
Shared 8%
None 79%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GeoWealth Management, LLC holds $10,640,115 across 19 Utilities - Regulated Electric names. AEP ranks #14 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
21,067 | $1,568,438 | |
| 2 | ES |
Eversource Energy
|
18,375 | $1,327,961 | |
| 3 | NGG |
National Grid PLC
|
12,583 | $1,042,753 | |
| 4 | EXC |
Exelon Corp
|
21,546 | $1,004,474 | |
| 5 | PPL |
PPL Corp
|
19,186 | $697,411 | |
| 6 | ETR |
Entergy Corp /De/
|
5,643 | $648,154 | |
| 7 | SO |
Southern Co
|
5,215 | $499,127 | |
| 8 | DUK |
Duke Energy CORP
|
3,795 | $480,371 |
All Filings in AEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,178 | 2,640 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $750,039 | 5,722 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $298,768 | 2,591 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $397,350 | 3,532 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $313,874 | 3,025 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $991,734 | 9,076 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $315,057 | 3,416 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $367,718 | 3,584 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $318,408 | 3,629 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $240,477 | 2,793 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $236,593 | 2,913 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||