Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,086,018
+$533,189 QoQ
Shares Held
59,104
+2.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#348
of 1,972 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $9,189,759 across 3 Utilities - Regulated Electric names. AEP ranks #1 (88.0% of the industry book) .
All Filings in AEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,086,018 | 59,104 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,552,829 | 57,620 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,292,351 | 54,569 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,873,512 | 52,209 | Shares | Sole | 2025-11-12 | |
| 2024-06-30 | $3,503,984 | 39,936 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $3,832,498 | 42,120 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||