Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,824,741
-$305,467 QoQ
Shares Held
35,266
-9.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#442
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arkadios Wealth Advisors holds $64,669,725 across 23 Utilities - Regulated Electric names. AEP ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
208,779 | $19,982,237 | |
| 2 | NEE |
Nextera Energy Inc
|
189,577 | $16,639,172 | |
| 3 | DUK |
Duke Energy CORP
|
45,451 | $5,753,187 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
35,266 | $4,824,741 | |
| 5 | ETR |
Entergy Corp /De/
|
21,504 | $2,469,948 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
26,353 | $2,138,808 | |
| 7 | EIX |
Edison International
|
24,765 | $1,843,753 | |
| 8 | ES |
Eversource Energy
|
22,920 | $1,656,427 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,824,741 | 35,266 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,130,208 | 39,138 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,619,894 | 40,065 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,107,487 | 36,511 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,607,941 | 34,772 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,739,328 | 34,221 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,289,056 | 24,819 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,750,295 | 26,806 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,439,873 | 27,808 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,613,393 | 30,353 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,700,626 | 45,563 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,298,020 | 43,845 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,289,819 | 27,195 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,540,440 | 27,920 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,384,099 | 25,109 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,924,117 | 22,257 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,800,697 | 18,769 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,575,567 | 15,792 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $819,413 | 9,210 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $541,308 | 6,668 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $526,741 | 6,227 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $85,292 | 1,007 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $28,061 | 337 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $23,946 | 293 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $78,684 | 988 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $71,022 | 888 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||