Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,945,711
-$15,114 QoQ
Shares Held
14,222
-4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#647
of 1,968 holders
Holding Since
Mar 2020
26 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, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. AEP ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
|
16,470 | $1,124,736 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,945,711 | 14,222 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,960,825 | 14,959 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,070,506 | 17,956 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,787,625 | 15,890 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,686,930 | 16,258 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,683,959 | 15,411 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,417,021 | 15,364 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,675,971 | 16,335 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,412,614 | 16,100 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,364,168 | 15,844 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,329,733 | 16,372 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $939,723 | 12,493 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,096,705 | 13,025 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,170,313 | 12,862 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,269,291 | 13,368 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,063,335 | 12,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,356,975 | 14,144 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,210,010 | 12,128 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $878,845 | 9,878 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $731,837 | 9,015 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $775,351 | 9,166 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,087,378 | 12,838 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $787,567 | 9,458 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $252,218 | 3,086 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $221,638 | 2,783 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $716,380 | 8,957 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||