Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$309,601
+$9,559 QoQ
Shares Held
2,263
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,358
of 1,972 holders
Holding Since
Mar 2020
17 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 Quarterback LLC holds $3,356,106 across 6 Utilities - Regulated Electric names. AEP ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
15,553 | $1,262,281 | |
| 2 | SO |
Southern Co
|
7,349 | $703,372 | |
| 3 | D |
Dominion Energy, Inc
|
7,525 | $513,882 | |
| 4 | DUK |
Duke Energy CORP
|
2,466 | $312,146 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
2,263 | $309,601 | |
| 6 | ES |
Eversource Energy
|
3,526 | $254,824 |
All Filings in AEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,601 | 2,263 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $300,042 | 2,289 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $262,791 | 2,279 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $255,037 | 2,267 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $233,875 | 2,254 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $263,996 | 2,416 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $221,720 | 2,404 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $245,214 | 2,390 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $208,733 | 2,379 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $210,428 | 2,444 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $218,563 | 2,691 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $220,183 | 2,615 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $200,178 | 2,200 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $207,085 | 2,181 | Shares | Sole | 2023-02-10 | |
| 2021-09-30 | $147,000 | 19,973 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $186,774 | 2,208 | Shares | Sole | 2021-08-11 | |
| 2020-03-31 | $150,121 | 1,877 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||