Shakespeare Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1658509
Pewaukee, WI
Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$360,220
+$15,087 QoQ
Shares Held
2,633
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,291
of 1,972 holders
Holding Since
Mar 2020
25 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, 2026Shakespeare Wealth Management, LLC holds $4,026,680 across 3 Utilities - Regulated Electric names. AEP ranks #3 (8.9% of the industry book) .
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,220 | 2,633 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $345,133 | 2,633 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $303,611 | 2,633 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $296,212 | 2,633 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $272,577 | 2,627 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $287,052 | 2,627 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $242,288 | 2,627 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $268,914 | 2,621 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $229,615 | 2,617 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $224,979 | 2,613 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $212,227 | 2,613 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $220,014 | 2,613 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $237,756 | 2,613 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $248,104 | 2,613 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $225,893 | 2,613 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $250,691 | 2,613 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $260,699 | 2,613 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $232,478 | 2,613 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $212,123 | 2,613 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $221,033 | 2,613 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $221,321 | 2,613 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $217,584 | 2,613 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $240,940 | 2,948 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $234,778 | 2,948 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $235,781 | 2,948 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||