Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,414,093
+$181,923 QoQ
Shares Held
24,955
+1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#520
of 1,965 holders
Holding Since
Mar 2020
25 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, 2026IHT Wealth Management, LLC holds $31,978,484 across 19 Utilities - Regulated Electric names. AEP ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,722 | $4,978,489 | |
| 2 | SO |
Southern Co
|
51,288 | $4,908,773 | |
| 3 | D |
Dominion Energy, Inc
|
68,964 | $4,709,551 | |
| 4 | AEP |
American Electric Power Co Inc
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|
24,955 | $3,414,093 | |
| 5 | DUK |
Duke Energy CORP
|
19,153 | $2,424,386 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
13,016 | $1,392,712 | |
| 7 | ED |
Consolidated Edison Inc
|
12,358 | $1,367,164 | |
| 8 | AEE |
Ameren Corp
|
12,032 | $1,360,097 |
All Filings in AEP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,414,093 | 24,955 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,232,170 | 24,658 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,544,346 | 13,393 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,498,837 | 13,323 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,379,281 | 13,293 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,456,787 | 13,332 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,212,455 | 13,146 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,026,350 | 19,750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $685,600 | 7,814 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $642,478 | 7,462 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $556,032 | 6,846 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $642,077 | 8,536 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $657,854 | 7,813 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $451,128 | 4,958 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $470,382 | 4,954 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $424,988 | 4,916 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $264,026 | 2,752 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $266,086 | 2,667 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $265,130 | 2,980 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $331,931 | 3,924 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $274,597 | 3,242 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $261,051 | 3,135 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $251,238 | 3,074 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $215,665 | 2,708 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $206,268 | 2,579 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||