Geneos Wealth Management Inc.
Position in AEP — American Electric Power Co Inc
CIK 1764754
ENGLEWOOD, CO
Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,141,978
+$219,026 QoQ
Shares Held
22,966
+3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#536
of 1,965 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. AEP ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
125,697 | $11,032,425 | |
| 2 | DUK |
Duke Energy CORP
|
53,985 | $6,833,421 | |
| 3 | XEL |
Xcel Energy Inc
|
40,998 | $3,292,139 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
22,966 | $3,141,978 | |
| 5 | SO |
Southern Co
|
30,668 | $2,935,234 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
16,049 | $1,874,041 | |
| 7 | ED |
Consolidated Edison Inc
|
10,533 | $1,165,265 | |
| 8 | D |
Dominion Energy, Inc
|
14,586 | $996,077 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,141,978 | 22,966 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,922,952 | 22,299 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,318,768 | 20,109 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,136,150 | 18,988 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,267,571 | 21,854 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,585,656 | 23,663 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $979,298 | 10,618 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,104,489 | 10,765 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $840,724 | 9,582 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $859,191 | 9,979 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $806,027 | 9,924 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $813,203 | 10,811 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $853,030 | 10,131 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $938,106 | 10,310 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $987,195 | 10,397 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $931,758 | 10,778 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,539,261 | 16,044 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,659,673 | 16,635 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,515,248 | 17,031 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,393,698 | 17,168 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,468,905 | 17,365 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,552,127 | 18,325 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,629,011 | 19,563 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $1,626,508 | 19,901 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $1,646,397 | 20,673 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $1,622,234 | 20,283 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||