Dakota Wealth Management
Position in AEP — American Electric Power Co Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,802,385
-$140,651 QoQ
Shares Held
42,412
-6.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#409
of 1,972 holders
Holding Since
Mar 2022
18 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, 2026Dakota Wealth Management holds $35,501,469 across 10 Utilities - Regulated Electric names. AEP ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,267 | $12,135,694 | |
| 2 | ED |
Consolidated Edison Inc
|
67,618 | $7,480,579 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
42,412 | $5,802,385 | |
| 4 | AEE |
Ameren Corp
|
22,947 | $2,593,928 | |
| 5 | D |
Dominion Energy, Inc
|
36,090 | $2,464,586 | |
| 6 | DUK |
Duke Energy CORP
|
14,081 | $1,782,372 | |
| 7 | XEL |
Xcel Energy Inc
|
18,883 | $1,516,304 | |
| 8 | SO |
Southern Co
|
9,417 | $901,301 |
All Filings in AEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,802,385 | 42,412 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $5,943,036 | 45,339 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $5,225,849 | 45,320 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $5,921,775 | 52,638 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,749,652 | 55,413 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $6,178,781 | 56,546 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $5,385,401 | 58,391 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $6,080,486 | 59,264 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $5,330,380 | 60,752 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $5,320,549 | 61,795 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $4,456,054 | 54,864 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $4,156,355 | 55,256 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,580,395 | 54,399 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $4,809,276 | 52,855 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,073,368 | 53,432 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $4,644,785 | 53,728 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,734,656 | 38,927 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $3,714,536 | 37,231 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||