Golden State Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1776033
SANTA ANA, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,619,009
+$78,426 QoQ
Shares Held
11,834
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#692
of 1,972 holders
Holding Since
Mar 2020
16 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, 2026Golden State Wealth Management, LLC holds $5,478,576 across 21 Utilities - Regulated Electric names. AEP ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
11,834 | $1,619,009 | |
| 2 | SO |
Southern Co
|
9,441 | $903,598 | |
| 3 | DUK |
Duke Energy CORP
|
5,872 | $743,277 | |
| 4 | NEE |
Nextera Energy Inc
|
8,015 | $703,476 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
6,870 | $557,569 | |
| 6 | EIX |
Edison International
|
3,464 | $257,894 | |
| 7 | XEL |
Xcel Energy Inc
|
2,027 | $162,768 | |
| 8 | ED |
Consolidated Edison Inc
|
1,396 | $154,439 |
All Filings in AEP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,619,009 | 11,834 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,540,583 | 11,753 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,324,104 | 11,483 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,264,612 | 11,241 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,155,886 | 11,140 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,196,615 | 10,951 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $851,836 | 9,236 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $716,448 | 7,181 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $664,072 | 7,464 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $582,953 | 7,181 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $607,440 | 7,181 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $608,230 | 7,181 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $663,828 | 7,972 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $619,595 | 7,581 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $639,668 | 8,032 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $606,328 | 7,581 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||