Mattern Wealth Management LLC
Position in AEP — American Electric Power Co Inc
CIK 1802376
LAWRENCE, KS
Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$552,986
+$23,161 QoQ
Shares Held
4,042
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,064
of 1,968 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, 2026Mattern Wealth Management LLC holds $3,133,692 across 4 Utilities - Regulated Electric names. AEP ranks #2 (17.6% of the industry book) .
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,986 | 4,042 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $529,825 | 4,042 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $466,083 | 4,042 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $454,725 | 4,042 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $419,397 | 4,042 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $441,669 | 4,042 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $372,793 | 4,042 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $414,709 | 4,042 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $354,645 | 4,042 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $477,166 | 5,542 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $451,177 | 5,555 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $417,847 | 5,555 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $467,731 | 5,555 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $505,449 | 5,555 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $548,621 | 5,778 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $499,508 | 5,778 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $554,341 | 5,778 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $576,471 | 5,778 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $514,068 | 5,778 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $469,058 | 5,778 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $488,761 | 5,778 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $506,336 | 5,978 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $503,034 | 6,041 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $493,730 | 6,041 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $481,105 | 6,041 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $483,159 | 6,041 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||