Omnia Family Wealth, LLC

Position in AEP — American Electric Power Co Inc

CIK 1696136 AVENTURA, FL

Position in AEP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$201,384

-$13,989 QoQ

Shares Held

1,472

-37.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,624

of 1,972 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 23% None 77%

Utilities · as of Jun 30, 2026

Omnia Family Wealth, LLC holds $654,699 across 3 Utilities - Regulated Electric names. AEP ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	3,112	$273,140
2	AEP	American Electric Power Co Inc This page	1,472	$201,384
3	PCG	PG&E Corp	10,712	$180,175

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,384	1,472	-37.8%	Shares	Defined	2026-07-09
2023-03-31	$215,373	2,367	0.0%	Shares	Defined	2023-05-11
2022-12-31	$224,746	2,367	0.0%	Shares	Defined	2023-01-31
2022-09-30	$204,627	2,367	0.0%	Shares	Defined	2022-10-27
2022-06-30	$227,089	2,367	0.0%	Shares	Defined	2022-07-22
2022-03-31	$236,155	2,367	0.0%	Shares	Defined	2022-05-06
2021-12-31	$210,591	2,367	-2.4%	Shares	Defined	2022-02-04
2021-06-30	$205,046	2,424	+2.4%	Shares	Defined	2021-08-03
2021-03-31	$200,484	2,367	-12.2%	Shares	Defined	2021-05-12
2020-09-30	$220,425	2,697	0.0%	Shares	Defined	2020-10-28
2020-06-30	$214,789	2,697	0.0%	Shares	Defined	2020-08-04
2020-03-31	$215,706	2,697	—	Shares	Defined	2020-05-05
No filing history on record for this holder in this stock.