Keudell/Morrison Wealth Management
Position in AEP — American Electric Power Co Inc
CIK 1785498
Salem, OR
Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$261,033
+$3,855 QoQ
Shares Held
1,908
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,462
of 1,968 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Derivatives in AEP
reported options exposure · as of Mar 31, 2021CallValue
$25,410
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $4,691,156 across 9 Utilities - Regulated Electric names. AEP ranks #8 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,201 | $784,922 | |
| 2 | SO |
Southern Co
|
7,697 | $736,679 | |
| 3 | NGG |
National Grid PLC
|
7,886 | $653,512 | |
| 4 | POR |
Portland General Electric Co /Or/
|
11,579 | $600,139 | |
| 5 | FE |
Firstenergy Corp
|
10,627 | $505,207 | |
| 6 | PPL |
PPL Corp
|
12,660 | $460,191 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,781 | $441,507 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
1,908 | $261,033 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,033 | 1,908 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $257,178 | 1,962 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $378,908 | 3,286 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $393,457 | 3,792 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $417,302 | 3,819 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $351,119 | 3,807 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $392,239 | 3,823 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $374,562 | 4,269 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $373,329 | 4,336 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $314,889 | 3,877 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $324,348 | 4,312 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $377,552 | 4,484 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $349,401 | 3,840 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $266,429 | 2,806 | Shares | Sole | 2023-01-20 | |
| 2022-06-30 | $239,178 | 2,493 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $412,050 | 4,130 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $367,090 | 4,126 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $354,837 | 4,371 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $369,742 | 4,371 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $25,410 | 300 | Call | Sole | 2021-04-13 | |
| 2021-03-31 | $319,234 | 3,769 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $318,591 | 3,826 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $236,608 | 2,895 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||