Williams Jones Wealth Management, LLC.
Position in AEP — American Electric Power Co Inc
CIK 1788587
New York, NY
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,167,399
+$116,138 QoQ
Shares Held
8,533
+6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#798
of 1,968 holders
Holding Since
Dec 2020
20 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, 2026Williams Jones Wealth Management, LLC. holds $9,004,269 across 9 Utilities - Regulated Electric names. AEP ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,871 | $3,060,627 | |
| 2 | DUK |
Duke Energy CORP
|
13,119 | $1,660,603 | |
| 3 | PPL |
PPL Corp
|
36,015 | $1,309,145 | |
| 4 | AEP |
American Electric Power Co Inc
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|
8,533 | $1,167,399 | |
| 5 | DTE |
Dte Energy Co
|
4,873 | $742,499 | |
| 6 | XEL |
Xcel Energy Inc
|
3,951 | $317,265 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,494 | $283,573 | |
| 8 | SO |
Southern Co
|
2,596 | $248,463 |
All Filings in AEP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,399 | 8,533 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,051,261 | 8,020 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $956,381 | 8,294 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $247,162 | 2,197 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $227,960 | 2,197 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $224,222 | 2,052 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $200,784 | 2,177 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $210,535 | 2,052 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $200,126 | 2,464 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $255,748 | 3,400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $202,080 | 2,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $222,925 | 2,450 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $271,557 | 2,860 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $246,382 | 2,850 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $324,277 | 3,380 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $279,356 | 2,800 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $260,237 | 2,925 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $237,451 | 2,925 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $248,440 | 2,937 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $256,055 | 3,075 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||