Virtue Capital Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1729985
BRENTWOOD, TN
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$588,830
+$19 QoQ
Shares Held
4,304
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,042
of 1,972 holders
Holding Since
Jun 2020
12 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, 2026Virtue Capital Management, LLC holds $2,202,603 across 6 Utilities - Regulated Electric names. AEP ranks #1 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
4,304 | $588,830 | |
| 2 | SO |
Southern Co
|
4,148 | $397,005 | |
| 3 | DUK |
Duke Energy CORP
|
3,106 | $393,157 | |
| 4 | EIX |
Edison International
|
4,953 | $368,750 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
2,855 | $231,711 | |
| 6 | CNP |
Centerpoint Energy Inc
|
5,067 | $223,150 |
All Filings in AEP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,830 | 4,304 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $588,811 | 4,492 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $469,427 | 4,071 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $883,800 | 7,856 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $371,357 | 3,579 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $471,718 | 4,317 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $339,221 | 3,678 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $382,492 | 3,728 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $344,905 | 3,931 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $340,956 | 3,960 | Shares | Sole | 2024-05-15 | |
| 2020-09-30 | $744,887 | 9,114 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,068,848 | 13,421 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||