Meridian Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1697300
LEXINGTON, KY
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,310,092
-$51,829 QoQ
Shares Held
9,576
-7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#760
of 1,972 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,827,763 across 11 Utilities - Regulated Electric names. AEP ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
55,960 | $5,355,931 | |
| 2 | FE |
Firstenergy Corp
|
95,358 | $4,533,319 | |
| 3 | D |
Dominion Energy, Inc
|
60,758 | $4,149,163 | |
| 4 | DUK |
Duke Energy CORP
|
26,460 | $3,349,306 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
32,950 | $2,674,222 | |
| 6 | NEE |
Nextera Energy Inc
|
20,265 | $1,778,659 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
9,576 | $1,310,092 | |
| 8 | EXC |
Exelon Corp
|
12,730 | $593,472 |
All Filings in AEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,310,092 | 9,576 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,361,921 | 10,390 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $929,513 | 8,061 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $567,450 | 5,044 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $515,583 | 4,969 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $541,105 | 4,952 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $462,625 | 5,016 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $508,485 | 4,956 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $464,165 | 5,391 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $514,285 | 6,332 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $910,312 | 12,102 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $471,183 | 5,596 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $566,685 | 6,228 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $591,918 | 6,234 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $519,391 | 6,008 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $641,838 | 6,690 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $664,967 | 6,665 | Shares | Sole | 2022-05-12 | |
| 2021-06-30 | $674,605 | 7,975 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||