U.S. Capital Wealth Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1808915
AUSTIN, TX
Position in AEP
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$15,055,717
+$2,009,890 QoQ
Shares Held
114,859
+1.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $46,617,173 across 13 Utilities - Regulated Electric names. AEP ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
114,859 | $15,055,717 | |
| 2 | ES |
Eversource Energy
|
179,207 | $12,415,460 | |
| 3 | NEE |
Nextera Energy Inc
|
81,521 | $7,571,670 | |
| 4 | EIX |
Edison International
|
54,835 | $4,012,825 | |
| 5 | SO |
Southern Co
|
39,541 | $3,816,497 | |
| 6 | DUK |
Duke Energy CORP
|
8,300 | $1,086,802 | |
| 7 | D |
Dominion Energy, Inc
|
10,744 | $664,194 | |
| 8 | XEL |
Xcel Energy Inc
|
6,282 | $499,042 |
All Filings in AEP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,055,717 | 114,859 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $13,045,827 | 113,137 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,545,437 | 111,515 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,257,026 | 108,491 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,512,757 | 96,209 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,852,604 | 95,984 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $16,156,319 | 157,469 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $14,900,006 | 169,820 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $12,600,046 | 146,342 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,923,888 | 159,122 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,088,883 | 94,242 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $8,613,491 | 102,298 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,973,260 | 43,667 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,273,984 | 45,013 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,938,390 | 80,259 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,687,768 | 80,131 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,445,036 | 74,622 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,559,646 | 62,489 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,050,776 | 62,217 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||