Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$54,724
+$2,292 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,762
of 1,972 holders
Holding Since
Mar 2020
3 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, 2026PETERSON WEALTH MANAGEMENT holds $5,680,952 across 3 Utilities - Regulated Electric names. AEP ranks #2 (1.0% of the industry book) .
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,724 | 400 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $52,432 | 400 | Shares | Sole | 2026-05-15 | |
| 2020-03-31 | $464,603 | 5,809 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||