Position in AEP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$278,134
-$7,882 QoQ
Shares Held
2,033
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,427
of 1,972 holders
Holding Since
Mar 2020
23 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, 2026Avior Wealth Management, LLC holds $3,556,090 across 7 Utilities - Regulated Electric names. AEP ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,545 | $1,803,234 | |
| 2 | DUK |
Duke Energy CORP
|
3,361 | $425,435 | |
| 3 | SO |
Southern Co
|
4,351 | $416,434 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
2,033 | $278,134 | |
| 5 | EIX |
Edison International
|
2,956 | $220,074 | |
| 6 | XEL |
Xcel Energy Inc
|
2,642 | $212,152 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,472 | $200,627 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,134 | 2,033 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $286,016 | 2,182 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $236,846 | 2,054 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $120,175 | 1,303 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $160,056 | 1,560 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $138,102 | 1,574 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $177,538 | 2,062 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,117 | 260 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $85,073 | 1,131 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $94,388 | 1,121 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $106,549 | 1,171 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,147 | 149 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,881 | 149 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $15,926 | 166 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,960 | 170 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,726 | 188 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,697 | 218 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $67,164 | 794 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $41,418 | 489 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $64,284 | 772 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $39,557 | 484 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $38,386 | 482 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $17,275 | 216 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||