Position in AEP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$380,394
+$47,379 QoQ
Shares Held
2,902
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
6 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, 2026WealthShield Partners, LLC holds $6,172,765 across 3 Utilities - Regulated Electric names.
All Filings in AEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $380,394 | 2,902 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $333,015 | 2,888 | Shares | Sole | 2026-02-03 | |
| 2021-06-30 | $174,847 | 2,067 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $157,203 | 1,856 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $319,173 | 3,833 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $386,501 | 4,729 | Shares | Other | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||