Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,286,353
+$1,500,913 QoQ
Shares Held
126,353
+4.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#247
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealthfront Advisers LLC holds $293,294,842 across 24 Utilities - Regulated Electric names. AEP ranks #8 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
204,723 | $22,648,505 | |
| 2 | DUK |
Duke Energy CORP
|
172,567 | $21,843,530 | |
| 3 | D |
Dominion Energy, Inc
|
315,519 | $21,546,792 | |
| 4 | SO |
Southern Co
|
209,303 | $20,032,390 | |
| 5 | NEE |
Nextera Energy Inc
|
220,001 | $19,309,487 | |
| 6 | EXC |
Exelon Corp
|
380,125 | $17,721,427 | |
| 7 | ETR |
Entergy Corp /De/
|
150,534 | $17,290,335 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
126,353 | $17,286,353 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,286,353 | 126,353 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,785,440 | 120,426 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,627,681 | 118,183 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,037,962 | 115,893 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,097,443 | 106,953 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $10,861,000 | 99,396 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,213,619 | 45,686 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $3,983,239 | 38,823 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,272,877 | 37,302 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,476,115 | 40,373 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,736,545 | 33,693 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,129,026 | 28,304 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,060,585 | 36,349 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,086,048 | 66,887 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $8,219,536 | 86,567 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,593,508 | 87,837 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,247,961 | 85,970 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $8,549,191 | 85,689 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,795,462 | 87,619 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,007,369 | 49,364 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,760,194 | 44,452 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,894,283 | 34,171 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,621,755 | 31,485 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,129,148 | 26,051 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,187,870 | 27,472 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,739,394 | 34,251 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||