Waldron Private Wealth LLC
Position in AEP — American Electric Power Co Inc
CIK 1598180
BRIDGEVILLE, PA
Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,142,363
+$47,583 QoQ
Shares Held
8,350
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#810
of 1,972 holders
Holding Since
Mar 2022
14 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, 2026Waldron Private Wealth LLC holds $2,666,391 across 3 Utilities - Regulated Electric names. AEP ranks #2 (42.8% of the industry book) .
All Filings in AEP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,142,363 | 8,350 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,094,780 | 8,352 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $908,758 | 7,881 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $903,487 | 8,031 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $765,022 | 7,373 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $821,273 | 7,516 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,001,708 | 10,861 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $376,746 | 3,672 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $297,701 | 3,393 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $290,329 | 3,372 | Shares | Sole | 2024-05-09 | |
| 2022-12-31 | $242 | 2,808 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $242,751 | 2,808 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $260,956 | 2,720 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $222,985 | 2,235 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||