Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$223,410
+$9,619 QoQ
Shares Held
1,633
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,560
of 1,972 holders
Holding Since
Mar 2026
2 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, 2026Visionary Wealth Advisors holds $32,244,812 across 6 Utilities - Regulated Electric names. AEP ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
112,104 | $10,729,473 | |
| 2 | NEE |
Nextera Energy Inc
|
113,533 | $9,964,791 | |
| 3 | DUK |
Duke Energy CORP
|
77,162 | $9,767,165 | |
| 4 | AEE |
Ameren Corp
|
11,690 | $1,321,437 | |
| 5 | D |
Dominion Energy, Inc
|
3,493 | $238,536 | |
| 6 | AEP |
American Electric Power Co Inc
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|
1,633 | $223,410 |
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,410 | 1,633 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $213,791 | 1,631 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||