Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$58,281
+$2,835 QoQ
Shares Held
426
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,753
of 1,968 holders
Holding Since
Mar 2020
24 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, 2026NVWM, LLC holds $6,736,704 across 22 Utilities - Regulated Electric names. AEP ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
24,727 | $1,985,578 | |
| 2 | NEE |
Nextera Energy Inc
|
22,401 | $1,966,135 | |
| 3 | DUK |
Duke Energy CORP
|
13,504 | $1,709,335 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
6,156 | $499,620 | |
| 5 | IDA |
Idacorp Inc
|
2,316 | $350,410 | |
| 6 | PPL |
PPL Corp
|
2,005 | $72,881 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
426 | $58,281 | |
| 8 | EXC |
Exelon Corp
|
872 | $40,652 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,281 | 426 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $55,446 | 423 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $48,776 | 423 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $47,025 | 418 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $43,371 | 418 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,748 | 16 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,475 | 16 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,641 | 16 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,403 | 16 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $947 | 11 | Shares | Sole | 2024-05-07 | |
| 2023-06-30 | $682,524 | 8,106 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $284,888 | 3,131 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $60,293 | 635 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $54,895 | 635 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $60,921 | 635 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $70,637 | 708 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $71,976 | 809 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $60,073 | 740 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $66,741 | 789 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $66,828 | 789 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $748,929 | 8,994 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $757,555 | 9,269 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $708,238 | 8,893 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $696,385 | 8,707 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||