Wealthcare Advisory Partners LLC
Position in AEP — American Electric Power Co Inc
CIK 1683059
WEST CHESTER, PA
Position in AEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,227,540
+$132,882 QoQ
Shares Held
16,282
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#607
of 1,972 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, 2026Wealthcare Advisory Partners LLC holds $21,287,967 across 13 Utilities - Regulated Electric names. AEP ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,770 | $4,859,196 | |
| 2 | DUK |
Duke Energy CORP
|
18,403 | $2,329,451 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
16,282 | $2,227,540 | |
| 4 | NEE |
Nextera Energy Inc
|
25,002 | $2,194,425 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
18,681 | $1,998,867 | |
| 6 | ETR |
Entergy Corp /De/
|
13,132 | $1,508,341 | |
| 7 | EXC |
Exelon Corp
|
31,766 | $1,480,930 | |
| 8 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,227,540 | 16,282 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,094,658 | 15,980 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,644,205 | 14,259 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,192,275 | 10,598 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,041,646 | 10,039 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,099,802 | 10,065 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $977,269 | 10,596 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,061,704 | 10,348 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $921,796 | 10,506 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $914,209 | 10,618 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $329,671 | 4,059 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $372,113 | 4,947 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $337,305 | 4,006 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $607,631 | 6,678 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $395,561 | 4,166 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $336,722 | 3,895 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $387,021 | 4,034 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $316,669 | 3,174 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $248,048 | 2,788 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $338,277 | 4,167 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $351,302 | 4,153 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $375,136 | 4,429 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $403,110 | 4,841 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $369,909 | 4,526 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $397,244 | 4,988 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $471,322 | 5,893 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||