AE Wealth Management LLC

Position in AEP — American Electric Power Co Inc

CIK 1697723 TOPEKA, KS

Position in AEP

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$44,435,168

+$9,291,019 QoQ

Shares Held

338,993

+11.2% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

AE Wealth Management LLC holds $397,899,540 across 26 Utilities - Regulated Electric names. AEP ranks #1 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	338,993	$44,435,168
2	D	Dominion Energy, Inc	522,867	$32,323,605
3	ES	Eversource Energy	380,321	$26,348,611
4	EIX	Edison International	348,792	$25,524,573
5	EXC	Exelon Corp	501,219	$24,569,720
6	WEC	Wec Energy Group, Inc.	203,445	$23,552,796
7	FE	Firstenergy Corp	463,287	$23,470,093
8	CMS	Cms Energy Corp	290,135	$22,508,643

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,435,168	338,993	+11.2%	Shares	Other	2026-05-13
2025-12-31	$35,144,149	304,780	+75.1%	Shares	Other	2026-01-26
2025-09-30	$19,586,462	174,102	+6.1%	Shares	Other	2025-11-03
2025-06-30	$17,028,965	164,119	-12.3%	Shares	Other	2025-08-06
2025-03-31	$20,438,607	187,047	+18.1%	Shares	Other	2025-05-06
2024-12-31	$14,611,789	158,428	+7.2%	Shares	Other	2025-02-13
2024-09-30	$15,167,246	147,829	-3.4%	Shares	Other	2024-11-14
2024-06-30	$13,421,139	152,965	+5.0%	Shares	Other	2024-08-12
2024-03-31	$12,546,051	145,715	-29.9%	Shares	Other	2024-05-15
2023-12-31	$16,876,785	207,791	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$15,547,597	206,695	-5.6%	Shares	Sole	2023-10-11
2023-06-30	$18,444,094	219,051	-16.1%	Shares	Sole	2023-07-10
2023-03-31	$23,763,221	261,163	+18.6%	Shares	Sole	2023-04-14
2022-12-31	$20,902,293	220,140	+24.0%	Shares	Sole	2023-01-31
2022-09-30	$15,350,494	177,565	+15.0%	Shares	Sole	2022-10-25
2022-06-30	$14,810,065	154,368	+28.7%	Shares	Sole	2022-08-03
2022-03-31	$11,969,706	119,973	+8.3%	Shares	Sole	2022-04-18
2021-12-31	$9,857,876	110,800	+16.8%	Shares	Sole	2022-01-20
2021-09-30	$7,700,734	94,860	+9.2%	Shares	Sole	2021-11-01
2021-06-30	$7,350,194	86,892	+19.3%	Shares	Sole	2021-07-21
2021-03-31	$6,170,140	72,847	+19.5%	Shares	Sole	2021-04-27
2020-12-31	$5,077,388	60,975	+6.6%	Shares	Sole	2021-02-01
2020-09-30	$4,674,956	57,200	+8.4%	Shares	Sole	2020-11-06
2020-06-30	$4,202,921	52,774	+27.2%	Shares	Sole	2020-08-05
2020-03-31	$3,319,249	41,501	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.