Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$256,792
+$36,435 QoQ
Shares Held
1,877
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,485
of 1,972 holders
Holding Since
Dec 2025
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, 2026Rothschild Wealth LLC holds $5,354,559 across 11 Utilities - Regulated Electric names. AEP ranks #9 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
15,276 | $1,137,298 | |
| 2 | PCG |
PG&E Corp
|
53,513 | $900,088 | |
| 3 | ES |
Eversource Energy
|
8,512 | $615,162 | |
| 4 | EXC |
Exelon Corp
|
11,078 | $516,456 | |
| 5 | DUK |
Duke Energy CORP
|
3,865 | $489,231 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,795 | $326,372 | |
| 7 | NEE |
Nextera Energy Inc
|
3,604 | $316,323 | |
| 8 | DTE |
Dte Energy Co
|
2,013 | $306,720 |
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,792 | 1,877 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $220,357 | 1,911 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||