Occidental Asset Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1770994
Burlingame, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$263,632
+$12,483 QoQ
Shares Held
1,927
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,461
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026Occidental Asset Management, LLC holds $14,622,931 across 7 Utilities - Regulated Electric names. AEP ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
95,500 | $6,521,695 | |
| 2 | DUK |
Duke Energy CORP
|
45,753 | $5,791,414 | |
| 3 | ED |
Consolidated Edison Inc
|
10,144 | $1,122,230 | |
| 4 | NEE |
Nextera Energy Inc
|
5,163 | $453,156 | |
| 5 | XEL |
Xcel Energy Inc
|
3,306 | $265,471 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
1,927 | $263,632 | |
| 7 | EIX |
Edison International
|
2,758 | $205,333 |
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,632 | 1,927 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $251,149 | 1,916 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $223,586 | 1,939 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $206,437 | 1,835 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||