Robertson Stephens Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1767307
San Francisco, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$204,667
-$60,245 QoQ
Shares Held
1,496
-26.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,615
of 1,972 holders
Holding Since
Mar 2020
5 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, 2026Robertson Stephens Wealth Management, LLC holds $3,546,012 across 7 Utilities - Regulated Electric names. AEP ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,604 | $1,545,103 | |
| 2 | SO |
Southern Co
|
5,270 | $504,391 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,160 | $485,763 | |
| 4 | IDA |
Idacorp Inc
|
1,913 | $289,436 | |
| 5 | DUK |
Duke Energy CORP
|
2,253 | $285,184 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,852 | $231,468 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
1,496 | $204,667 |
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,667 | 1,496 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $264,912 | 2,021 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $218,858 | 1,898 | Shares | Sole | 2026-02-02 | |
| 2025-03-31 | $204,771 | 1,874 | Shares | Sole | 2025-04-17 | |
| 2020-03-31 | $301,604 | 3,771 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||