Western Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1767902
GOLDEN, CO
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,965,959
+$95,842 QoQ
Shares Held
14,370
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#643
of 1,965 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $14,172,342 across 10 Utilities - Regulated Electric names. AEP ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
38,790 | $3,404,597 | |
| 2 | SO |
Southern Co
|
23,485 | $2,247,748 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
14,370 | $1,965,959 | |
| 4 | ED |
Consolidated Edison Inc
|
15,139 | $1,674,827 | |
| 5 | XEL |
Xcel Energy Inc
|
18,302 | $1,469,650 | |
| 6 | DUK |
Duke Energy CORP
|
10,480 | $1,326,558 | |
| 7 | EIX |
Edison International
|
11,943 | $889,156 | |
| 8 | ETR |
Entergy Corp /De/
|
5,572 | $639,999 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,965,959 | 14,370 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,870,117 | 14,267 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $849,258 | 7,365 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $817,537 | 7,267 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $758,485 | 7,310 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $744,784 | 6,816 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $591,747 | 6,416 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,514,581 | 14,762 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $553,990 | 6,314 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $549,059 | 6,377 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,243,315 | 15,308 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,277,085 | 16,978 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,473,752 | 17,503 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,642,642 | 18,053 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $1,829,876 | 19,272 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,551,658 | 29,516 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,426,226 | 25,289 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,214,295 | 22,194 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $748,148 | 8,409 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $796,414 | 9,415 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $605,266 | 7,146 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $511,610 | 6,144 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $730,257 | 8,935 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $799,107 | 10,034 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $824,753 | 10,312 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||