Principle Wealth Partners LLC
Position in AEP — American Electric Power Co Inc
CIK 1743413
MADISON, CT
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,516,645
+$157,711 QoQ
Shares Held
33,014
-0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#461
of 1,972 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, 2026Principle Wealth Partners LLC holds $32,467,094 across 12 Utilities - Regulated Electric names. AEP ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
100,553 | $9,623,927 | |
| 2 | DUK |
Duke Energy CORP
|
41,778 | $5,288,259 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
33,014 | $4,516,645 | |
| 4 | D |
Dominion Energy, Inc
|
61,443 | $4,195,942 | |
| 5 | NEE |
Nextera Energy Inc
|
41,082 | $3,605,767 | |
| 6 | EXC |
Exelon Corp
|
51,410 | $2,396,734 | |
| 7 | ES |
Eversource Energy
|
12,256 | $885,741 | |
| 8 | ED |
Consolidated Edison Inc
|
5,338 | $590,542 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,516,645 | 33,014 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,358,934 | 33,254 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,831,059 | 33,224 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,743,325 | 33,274 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,511,653 | 33,844 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,852,313 | 35,255 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,220,671 | 34,920 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,186,243 | 31,055 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,724,765 | 31,055 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,585,583 | 30,030 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,615,709 | 19,893 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,416,618 | 18,833 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,558,542 | 18,510 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,684,133 | 18,509 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,841,745 | 19,397 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,161,455 | 13,435 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,243,382 | 12,960 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,292,819 | 12,958 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,152,784 | 12,957 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $771,615 | 9,505 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $801,744 | 9,478 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $523,107 | 6,176 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $360,309 | 4,327 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $229,988 | 2,814 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $242,424 | 3,044 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $243,459 | 3,044 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||