RBA Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1776296
NEWPORT BEACH, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,429,441
-$190,614 QoQ
Shares Held
39,686
-7.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#421
of 1,972 holders
Holding Since
Mar 2025
6 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, 2026RBA Wealth Management, LLC holds $8,112,829 across 2 Utilities - Regulated Electric names. AEP ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
39,686 | $5,429,441 | |
| 2 | DTE |
Dte Energy Co
|
17,611 | $2,683,388 |
All Filings in AEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,429,441 | 39,686 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,620,055 | 42,875 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,922,929 | 42,693 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,687,312 | 41,665 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,962,322 | 47,825 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,146,070 | 47,095 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||