Position in AEP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$167,455
+$7,014 QoQ
Shares Held
1,224
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,655
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, 2026ACIMA PRIVATE WEALTH, LLC holds $479,217 across 5 Utilities - Regulated Electric names. AEP ranks #1 (34.9% of the industry book) .
All Filings in AEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,455 | 1,224 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $160,441 | 1,224 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $141,139 | 1,224 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $137,700 | 1,224 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $127,002 | 1,224 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $133,746 | 1,224 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $112,889 | 1,224 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $125,582 | 1,224 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $107,393 | 1,224 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $105,386 | 1,224 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $99,413 | 1,224 | Shares | Sole | 2024-02-29 | |
| 2023-09-30 | $92,069 | 1,224 | Shares | Sole | 2024-02-29 | |
| 2023-06-30 | $103,060 | 1,224 | Shares | Sole | 2024-02-29 | |
| 2023-03-31 | $111,371 | 1,224 | Shares | Sole | 2024-02-29 | |
| 2022-12-31 | $116,218 | 1,224 | Shares | Sole | 2024-02-29 | |
| 2022-09-30 | $105,814 | 1,224 | Shares | Sole | 2024-02-29 | |
| 2022-06-30 | $117,430 | 1,224 | Shares | Sole | 2024-02-29 | |
| 2022-03-31 | $122,118 | 1,224 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $108,899 | 1,224 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $99,364 | 1,224 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $103,538 | 1,224 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $103,672 | 1,224 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $101,922 | 1,224 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $100,037 | 1,224 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $97,479 | 1,224 | Shares | Sole | 2021-05-14 | |
| 2020-03-31 | $97,895 | 1,224 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||