Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$296,740
+$90,289 QoQ
Shares Held
2,169
+37.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,387
of 1,972 holders
Holding Since
Mar 2020
11 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, 2026Keebeck Wealth Management holds $6,920,573 across 7 Utilities - Regulated Electric names. AEP ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
30,280 | $3,535,795 | |
| 2 | NEE |
Nextera Energy Inc
|
14,475 | $1,270,470 | |
| 3 | SO |
Southern Co
|
8,069 | $772,283 | |
| 4 | ED |
Consolidated Edison Inc
|
3,633 | $401,918 | |
| 5 | DUK |
Duke Energy CORP
|
2,968 | $375,689 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
2,169 | $296,740 | |
| 7 | AEE |
Ameren Corp
|
2,368 | $267,678 |
All Filings in AEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,740 | 2,169 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $206,451 | 1,575 | Shares | Other | 2026-05-14 | |
| 2022-03-31 | $640,323 | 6,418 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $571,009 | 6,418 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $521,013 | 6,418 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $542,898 | 6,418 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $543,604 | 6,418 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $534,426 | 6,418 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $557,153 | 6,817 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $542,905 | 6,817 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $545,223 | 6,817 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||