Wealth Architects, LLC
Position in AEP — American Electric Power Co Inc
CIK 1611518
MOUNTAIN VIEW, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$255,697
+$11,233 QoQ
Shares Held
1,869
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#566
of 812 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealth Architects, LLC holds $3,092,183 across 7 Utilities - Regulated Electric names. AEP ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
9,733 | $1,136,522 | |
| 2 | ED |
Consolidated Edison Inc
|
5,702 | $630,812 | |
| 3 | NEE |
Nextera Energy Inc
|
3,682 | $323,169 | |
| 4 | ETR |
Entergy Corp /De/
|
2,367 | $271,873 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
1,869 | $255,697 | |
| 6 | ELPC |
Energy Co Of Parana
|
21,201 | $246,991 | |
| 7 | SO |
Southern Co
|
2,373 | $227,119 |
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,697 | 1,869 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $244,464 | 1,865 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $215,053 | 1,865 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $207,787 | 1,847 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $205,536 | 1,881 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||