Aberdeen Wealth Management LLC
Position in AEP — American Electric Power Co Inc
CIK 1802654
LAKE BLUFF, IL
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$624,261
-$38,741 QoQ
Shares Held
4,563
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,013
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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aberdeen Wealth Management LLC holds $1,519,307 across 13 Utilities - Regulated Electric names. AEP ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
4,563 | $624,261 | |
| 2 | SO |
Southern Co
|
4,155 | $397,673 | |
| 3 | EIX |
Edison International
|
1,563 | $116,362 | |
| 4 | DUK |
Duke Energy CORP
|
725 | $91,770 | |
| 5 | XEL |
Xcel Energy Inc
|
800 | $64,240 | |
| 6 | EXC |
Exelon Corp
|
1,089 | $50,767 | |
| 7 | NEE |
Nextera Energy Inc
|
400 | $35,108 | |
| 8 | AEE |
Ameren Corp
|
309 | $34,929 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,261 | 4,563 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $663,002 | 5,058 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $583,237 | 5,058 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $594,337 | 5,283 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $548,164 | 5,283 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $577,273 | 5,283 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $487,251 | 5,283 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $557,425 | 5,433 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $476,691 | 5,433 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $467,781 | 5,433 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $441,268 | 5,433 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $408,670 | 5,433 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $457,458 | 5,433 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $494,348 | 5,433 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $515,863 | 5,433 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $469,682 | 5,433 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $521,242 | 5,433 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $542,050 | 5,433 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $483,374 | 5,433 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $441,050 | 5,433 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $456,193 | 5,393 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $456,787 | 5,393 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $464,563 | 5,579 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $440,769 | 5,393 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $429,498 | 5,393 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $431,332 | 5,393 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||