Kingsview Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1791965
GRANTS PASS, OR
Position in AEP
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,386,731
+$67,524 QoQ
Shares Held
24,755
-2.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#523
of 1,972 holders
Holding Since
Mar 2020
26 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 Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$49,962
PutShares
600
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, 2026Kingsview Wealth Management, LLC holds $47,580,571 across 21 Utilities - Regulated Electric names. AEP ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
153,377 | $13,461,899 | |
| 2 | DUK |
Duke Energy CORP
|
74,137 | $9,384,261 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
47,739 | $5,574,483 | |
| 4 | SO |
Southern Co
|
41,582 | $3,979,813 | |
| 5 | AEP |
American Electric Power Co Inc
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|
24,755 | $3,386,731 | |
| 6 | D |
Dominion Energy, Inc
|
27,191 | $1,856,873 | |
| 7 | DTE |
Dte Energy Co
|
8,738 | $1,331,409 | |
| 8 | PPL |
PPL Corp
|
34,974 | $1,271,304 |
All Filings in AEP
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,386,731 | 24,755 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $3,319,207 | 25,322 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,896,241 | 25,117 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,735,550 | 24,316 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,724,945 | 26,262 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,430,601 | 22,244 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,034,870 | 22,063 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,188,663 | 21,332 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,424,195 | 16,232 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,144,096 | 13,288 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,068,205 | 13,152 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $958,453 | 12,742 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,040,543 | 12,358 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,155,936 | 12,704 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,232,261 | 12,978 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,064,891 | 12,318 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,156,940 | 12,059 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,235,850 | 12,387 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $901,533 | 10,133 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $848,412 | 10,451 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $867,893 | 10,260 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $813,374 | 9,603 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $49,962 | 600 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $883,911 | 10,615 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $819,833 | 10,031 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $755,624 | 9,488 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $869,462 | 10,871 | Shares | Sole | 2020-05-11 | |
| 2020-03-31 | $3,000 | 400 | Call | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||