Integrated Wealth Concepts LLC
Position in AEP — American Electric Power Co Inc
CIK 1737109
WALTHAM, MA
Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,528,623
+$5,481,388 QoQ
Shares Held
76,958
+99.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#302
of 1,968 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, 2026Integrated Wealth Concepts LLC holds $85,525,291 across 41 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
|
76,958 | $10,528,623 | |
| 2 | SO |
Southern Co
|
99,526 | $9,524,116 | |
| 3 | NEE |
Nextera Energy Inc
|
83,111 | $7,294,652 | |
| 4 | DUK |
Duke Energy CORP
|
52,478 | $6,642,665 | |
| 5 | ED |
Consolidated Edison Inc
|
54,754 | $6,057,435 | |
| 6 | D |
Dominion Energy, Inc
|
83,212 | $5,682,547 | |
| 7 | EIX |
Edison International
|
75,192 | $5,598,044 | |
| 8 | ES |
Eversource Energy
|
67,933 | $4,909,517 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,528,623 | 76,958 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,047,235 | 38,505 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,381,036 | 20,649 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,982,837 | 35,403 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,445,454 | 33,206 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,318,748 | 30,372 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,646,263 | 28,692 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,975,400 | 29,000 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,566,219 | 29,248 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,856,281 | 33,174 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,623,406 | 32,300 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,464,658 | 32,766 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,778,852 | 33,003 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,749,080 | 30,213 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,121,264 | 11,809 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,001,869 | 11,589 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,126,719 | 11,744 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,162,819 | 11,655 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,119,420 | 12,582 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $942,824 | 11,614 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $751,159 | 8,880 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $740,023 | 8,737 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $498,037 | 5,981 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $614,773 | 7,522 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $493,210 | 6,193 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $562,579 | 7,034 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||