Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$273,620
+$11,460 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,440
of 1,972 holders
Holding Since
Jun 2020
17 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, 2026Aries Wealth Management holds $1,512,405 across 2 Utilities - Regulated Electric names. AEP ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
14,114 | $1,238,785 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
2,000 | $273,620 |
All Filings in AEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,620 | 2,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $262,160 | 2,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $230,620 | 2,000 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $225,000 | 2,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $207,520 | 2,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $218,540 | 2,000 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $205,200 | 2,000 | Shares | Sole | 2024-10-31 | |
| 2023-09-30 | $203,094 | 2,700 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $218,920 | 2,600 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $236,574 | 2,600 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $246,870 | 2,600 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $224,770 | 2,600 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $249,444 | 2,600 | Shares | Sole | 2022-07-27 | |
| 2021-12-31 | $213,528 | 2,400 | Shares | Sole | 2022-06-06 | |
| 2020-12-31 | $220,582 | 2,649 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $216,502 | 2,649 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $210,966 | 2,649 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||