Alpha Omega Wealth Management LLC
Position in AEP — American Electric Power Co Inc
CIK 1665633
RICHMOND, VA
Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,483,810
+$144,800 QoQ
Shares Held
32,774
-1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#463
of 1,968 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alpha Omega Wealth Management LLC holds $12,050,131 across 7 Utilities - Regulated Electric names. AEP ranks #1 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
32,774 | $4,483,810 | |
| 2 | LNT |
Alliant Energy Corp
|
41,130 | $3,137,807 | |
| 3 | D |
Dominion Energy, Inc
|
23,327 | $1,593,000 | |
| 4 | DUK |
Duke Energy CORP
|
11,877 | $1,503,390 | |
| 5 | NEE |
Nextera Energy Inc
|
7,245 | $635,893 | |
| 6 | EXC |
Exelon Corp
|
8,145 | $379,719 | |
| 7 | SO |
Southern Co
|
3,307 | $316,512 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,483,810 | 32,774 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,339,010 | 33,102 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,916,504 | 33,965 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,291,200 | 38,144 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,958,962 | 38,155 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,240,440 | 38,807 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,675,457 | 39,851 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,097,638 | 39,938 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $3,590,584 | 40,923 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,541,379 | 41,131 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,394,102 | 41,789 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,199,407 | 42,534 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,620,768 | 43,002 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,015,479 | 44,131 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,271,705 | 44,989 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,940,045 | 45,576 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,678,801 | 48,768 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $5,430,082 | 54,426 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,051,449 | 56,777 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,574,493 | 56,350 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,731,880 | 55,939 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $4,582,015 | 54,097 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,881,797 | 46,617 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,747,565 | 45,853 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,593,436 | 45,121 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,699,234 | 46,252 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||