HBW ADVISORY SERVICES LLC
Position in AEP — American Electric Power Co Inc
CIK 1790525
SIMI VALLEY, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,033,351
+$805,647 QoQ
Shares Held
22,172
+30.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#544
of 1,972 holders
Holding Since
Sep 2023
12 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, 2026HBW ADVISORY SERVICES LLC holds $6,518,957 across 6 Utilities - Regulated Electric names. AEP ranks #1 (46.5% of the industry book) .
All Filings in AEP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,033,351 | 22,172 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,227,704 | 16,995 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,904,459 | 16,516 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,875,612 | 25,561 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,716,644 | 26,182 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $3,135,502 | 28,695 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,539,829 | 27,538 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,794,208 | 27,234 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,611,756 | 29,767 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $1,908,923 | 22,171 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,800,728 | 22,171 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,540,881 | 20,485 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||