TRUE Private Wealth Advisors

Position in AEP — American Electric Power Co Inc

CIK 1667074 Salem, OR

Position in AEP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$228,062

+$10,601 QoQ

Shares Held

1,667

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,540

of 1,965 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $673,876 across 2 Utilities - Regulated Electric names. AEP ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP	3,522	$445,814
2	AEP	American Electric Power Co Inc This page	1,667	$228,062

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,062	1,667	+0.5%	Shares	Sole	2026-07-23
2026-03-31	$217,461	1,659	-48.6%	Shares	Sole	2026-05-15
2024-06-30	$283,400	3,230	0.0%	Shares	Sole	2024-07-16
2024-03-31	$278,103	3,230	-0.4%	Shares	Sole	2024-04-25
2023-12-31	$263,315	3,242	-20.0%	Shares	Sole	2024-01-30
2023-09-30	$304,941	4,054	+18.3%	Shares	Sole	2023-11-13
2023-06-30	$288,469	3,426	0.0%	Shares	Sole	2023-08-11
2023-03-31	$311,731	3,426	0.0%	Shares	Sole	2023-05-11
2022-12-31	$325,298	3,426	-22.6%	Shares	Sole	2023-02-14
2022-09-30	$382,627	4,426	0.0%	Shares	Sole	2022-11-04
2022-06-30	$424,630	4,426	0.0%	Shares	Sole	2022-07-28
2022-03-31	$441,582	4,426	0.0%	Shares	Sole	2022-05-09
2021-12-31	$393,781	4,426	-0.8%	Shares	Sole	2022-02-11
2021-09-30	$362,225	4,462	0.0%	Shares	Sole	2021-11-05
2021-06-30	$377,440	4,462	-6.3%	Shares	Sole	2021-08-10
2021-03-31	$403,172	4,760	+21.0%	Shares	Sole	2021-05-12
2020-12-31	$327,667	3,935	-2.6%	Shares	Sole	2021-01-11
2020-09-30	$330,025	4,038	+0.8%	Shares	Sole	2020-10-09
2020-06-30	$319,037	4,006	-1.5%	Shares	Sole	2020-07-07
2020-03-31	$325,118	4,065	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.