Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$50,890,137
+$6,454,969 QoQ
Shares Held
371,977
+9.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#145
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. AEP ranks #1 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
371,977 | $50,890,137 | |
| 2 | D |
Dominion Energy, Inc
|
472,104 | $32,239,945 | |
| 3 | ES |
Eversource Energy
|
443,297 | $32,037,042 | |
| 4 | CMS |
Cms Energy Corp
|
400,653 | $30,649,933 | |
| 5 | EIX |
Edison International
|
389,463 | $28,995,491 | |
| 6 | EXC |
Exelon Corp
|
581,581 | $27,113,268 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
230,106 | $26,869,439 | |
| 8 | LNT |
Alliant Energy Corp
|
340,356 | $25,965,730 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,890,137 | 371,977 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $44,435,168 | 338,993 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $35,144,149 | 304,780 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $19,586,462 | 174,102 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $17,028,965 | 164,119 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $20,438,607 | 187,047 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $14,611,789 | 158,428 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $15,167,246 | 147,829 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $13,421,139 | 152,965 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $12,546,051 | 145,715 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $16,876,785 | 207,791 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,547,597 | 206,695 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $18,444,094 | 219,051 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $23,763,221 | 261,163 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $20,902,293 | 220,140 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $15,350,494 | 177,565 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $14,810,065 | 154,368 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,969,706 | 119,973 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $9,857,876 | 110,800 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $7,700,734 | 94,860 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,350,194 | 86,892 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $6,170,140 | 72,847 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,077,388 | 60,975 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,674,956 | 57,200 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,202,921 | 52,774 | 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. | ||||||