WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AEP — American Electric Power Co Inc
CIK 1632972
PLYMOUTH, MN
Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$38,692,193
-$5,871,336 QoQ
Shares Held
282,817
-16.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#167
of 1,972 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. AEP ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
665,748 | $84,270,381 | |
| 2 | NEE |
Nextera Energy Inc
|
755,696 | $66,327,437 | |
| 3 | SO |
Southern Co
|
570,498 | $54,602,363 | |
| 4 | AEP |
American Electric Power Co Inc
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|
282,817 | $38,692,193 | |
| 5 | EXC |
Exelon Corp
|
807,705 | $37,655,207 | |
| 6 | ED |
Consolidated Edison Inc
|
338,224 | $37,417,721 | |
| 7 | XEL |
Xcel Energy Inc
|
401,620 | $32,250,086 | |
| 8 | EIX |
Edison International
|
410,379 | $30,552,716 |
All Filings in AEP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,692,193 | 282,817 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $44,563,529 | 339,972 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $50,706,650 | 439,742 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $49,854,262 | 443,149 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $43,765,345 | 421,794 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $38,847,233 | 355,516 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $26,011,442 | 282,028 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $31,219,846 | 304,287 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $17,301,889 | 197,195 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $13,089,610 | 152,028 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $11,288,767 | 138,990 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,324,522 | 110,669 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $231,550 | 2,750 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $212,097 | 2,331 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,033,462 | 31,948 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||