Wolff Financial Management LLC
Position in AEP — American Electric Power Co Inc
CIK 1767940
KALAMAZOO, MI
Position in AEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,086,818
+$45,519 QoQ
Shares Held
7,944
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#819
of 1,972 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wolff Financial Management LLC holds $1,695,667 across 2 Utilities - Regulated Electric names. AEP ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
7,944 | $1,086,818 | |
| 2 | DUK |
Duke Energy CORP
|
4,810 | $608,849 |
All Filings in AEP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,818 | 7,944 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,041,299 | 7,944 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $916,022 | 7,944 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $893,700 | 7,944 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $825,514 | 7,956 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $996,979 | 9,124 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $841,506 | 9,124 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $936,122 | 9,124 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $800,539 | 9,124 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $785,576 | 9,124 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $741,051 | 9,124 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $686,307 | 9,124 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $830,192 | 9,124 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $866,323 | 9,124 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $788,769 | 9,124 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $875,356 | 9,124 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $910,301 | 9,124 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $811,762 | 9,124 | Shares | Sole | 2022-02-08 | |
| 2021-03-31 | $772,802 | 9,124 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $661,496 | 7,944 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $649,263 | 7,944 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $632,660 | 7,944 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $635,361 | 7,944 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||