CreativeOne Wealth, LLC
Position in AEP — American Electric Power Co Inc
CIK 1739728
OVERLAND PARK, KS
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,340,874
-$89,077 QoQ
Shares Held
9,801
-10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#755
of 1,968 holders
Holding Since
Jun 2021
19 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, 2026CreativeOne Wealth, LLC holds $16,103,661 across 16 Utilities - Regulated Electric names. AEP ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,932 | $3,329,290 | |
| 2 | EVRG |
Evergy, Inc.
|
24,818 | $2,145,019 | |
| 3 | SO |
Southern Co
|
18,749 | $1,794,466 | |
| 4 | DUK |
Duke Energy CORP
|
12,484 | $1,580,224 | |
| 5 | EIX |
Edison International
|
19,185 | $1,428,322 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
9,801 | $1,340,874 | |
| 7 | AEE |
Ameren Corp
|
5,983 | $676,318 | |
| 8 | ED |
Consolidated Edison Inc
|
5,839 | $645,968 |
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,340,874 | 9,801 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,429,951 | 10,909 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,294,930 | 11,230 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,259,099 | 11,192 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,158,064 | 11,161 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,218,578 | 11,152 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $916,212 | 9,934 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $924,220 | 9,008 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $740,351 | 8,444 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $666,673 | 7,750 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $517,777 | 6,375 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $466,213 | 6,198 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $502,842 | 5,972 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $684,517 | 7,523 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $501,241 | 5,279 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $380,380 | 4,400 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $393,162 | 4,098 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $387,406 | 3,883 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $230,422 | 2,724 | Shares | Other | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||