Apollon Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1764387
MOUNT PLEASANT, SC
Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,131,798
+$280,275 QoQ
Shares Held
30,201
+2.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#477
of 1,972 holders
Holding Since
Jun 2020
21 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, 2026Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. AEP ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
315,851 | $27,722,242 | |
| 2 | SO |
Southern Co
|
65,680 | $6,286,232 | |
| 3 | DUK |
Duke Energy CORP
|
49,600 | $6,278,368 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
30,201 | $4,131,798 | |
| 5 | D |
Dominion Energy, Inc
|
50,537 | $3,451,171 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
15,046 | $1,756,921 | |
| 7 | XEL |
Xcel Energy Inc
|
20,796 | $1,669,918 | |
| 8 | ES |
Eversource Energy
|
22,137 | $1,599,840 |
All Filings in AEP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,131,798 | 30,201 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,851,523 | 29,383 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,192,818 | 27,689 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,236,062 | 28,765 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,722,662 | 26,240 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,629,582 | 24,065 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,064,199 | 22,381 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,126,692 | 20,728 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,869,563 | 21,308 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,843,745 | 21,414 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,709,924 | 21,053 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,438,582 | 19,125 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,579,086 | 18,754 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $963,766 | 10,592 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $964,786 | 10,161 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $981,553 | 11,354 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $981,945 | 10,235 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $944,422 | 9,466 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $776,174 | 8,724 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $346,557 | 4,269 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $14,494 | 182 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||