Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$311,926
+$77,847 QoQ
Shares Held
2,280
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,355
of 1,972 holders
Holding Since
Mar 2023
7 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, 2026MONECO ADVISORS, LLC holds $10,802,682 across 8 Utilities - Regulated Electric names. AEP ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
37,747 | $4,778,015 | |
| 2 | NEE |
Nextera Energy Inc
|
16,835 | $1,477,607 | |
| 3 | SO |
Southern Co
|
13,562 | $1,298,019 | |
| 4 | D |
Dominion Energy, Inc
|
11,417 | $779,666 | |
| 5 | ES |
Eversource Energy
|
10,388 | $750,740 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,113 | $739,611 | |
| 7 | ED |
Consolidated Edison Inc
|
6,030 | $667,098 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
2,280 | $311,926 |
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,926 | 2,280 | Shares | Sole | 2026-08-11 | |
| 2024-12-31 | $234,079 | 2,538 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $222,642 | 2,170 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $220,490 | 2,513 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $215,852 | 2,507 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $202,725 | 2,496 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $209,640 | 2,304 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||