Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$258,160
+$11,992 QoQ
Shares Held
1,887
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,480
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026FAS Wealth Partners, Inc. holds $16,365,990 across 8 Utilities - Regulated Electric names. AEP ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
42,068 | $5,324,967 | |
| 2 | NEE |
Nextera Energy Inc
|
60,087 | $5,273,835 | |
| 3 | SO |
Southern Co
|
39,556 | $3,785,904 | |
| 4 | EVRG |
Evergy, Inc.
|
11,070 | $956,780 | |
| 5 | EIX |
Edison International
|
3,822 | $284,547 | |
| 6 | PCG |
PG&E Corp
|
16,628 | $279,682 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
1,887 | $258,160 | |
| 8 | AEE |
Ameren Corp
|
1,788 | $202,115 |
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,160 | 1,887 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $246,168 | 1,878 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $208,711 | 1,810 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $202,950 | 1,804 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||