Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$367,334
+$28,624 QoQ
Shares Held
2,685
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,271
of 1,972 holders
Holding Since
Jun 2020
25 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, 2026WEALTH ALLIANCE, LLC holds $16,428,532 across 13 Utilities - Regulated Electric names. AEP ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
30,300 | $2,659,431 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
22,729 | $2,654,065 | |
| 3 | DUK |
Duke Energy CORP
|
18,450 | $2,335,401 | |
| 4 | NGG |
National Grid PLC
|
22,309 | $1,848,746 | |
| 5 | FE |
Firstenergy Corp
|
37,597 | $1,787,361 | |
| 6 | PPL |
PPL Corp
|
34,332 | $1,247,968 | |
| 7 | XEL |
Xcel Energy Inc
|
12,129 | $973,958 | |
| 8 | SO |
Southern Co
|
7,678 | $734,861 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,334 | 2,685 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $338,710 | 2,584 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $985,785 | 8,549 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,272,262 | 11,309 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,139,388 | 10,981 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,195,741 | 10,943 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,004,200 | 10,888 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,138,039 | 11,092 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,175,716 | 13,400 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,139,791 | 13,238 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,005,828 | 12,384 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $946,794 | 12,587 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $945,060 | 11,224 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $913,721 | 10,042 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $633,980 | 6,677 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $480,489 | 5,558 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $611,233 | 6,371 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $954,898 | 9,571 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $843,791 | 9,484 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $766,095 | 9,437 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $775,859 | 9,172 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $568,845 | 6,716 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $441,997 | 5,308 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $296,761 | 3,631 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $221,160 | 2,777 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||