Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$257,750
-$13,454 QoQ
Shares Held
1,884
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,483
of 1,972 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $12,381,281 across 16 Utilities - Regulated Electric names. AEP ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
64,250 | $5,639,222 | |
| 2 | SO |
Southern Co
|
21,665 | $2,073,557 | |
| 3 | DUK |
Duke Energy CORP
|
14,542 | $1,840,726 | |
| 4 | D |
Dominion Energy, Inc
|
24,214 | $1,653,574 | |
| 5 | XEL |
Xcel Energy Inc
|
4,561 | $366,248 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
1,884 | $257,750 | |
| 7 | NGG |
National Grid PLC
|
2,162 | $179,164 | |
| 8 | DTE |
Dte Energy Co
|
821 | $125,095 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,750 | 1,884 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $271,204 | 2,069 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $238,691 | 2,070 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $91,462 | 813 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $333,277 | 3,212 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $130,796 | 1,197 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $109,477 | 1,187 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $189,091 | 1,843 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $124,415 | 1,418 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $294,978 | 3,426 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $125,322 | 1,543 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $231,828 | 3,082 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $263,377 | 3,128 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $279,157 | 3,068 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $304,314 | 3,205 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $327,040 | 3,783 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $402,564 | 4,196 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $435,695 | 4,367 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $393,069 | 4,418 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $427,493 | 5,266 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $483,685 | 5,718 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $466,781 | 5,511 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $478,053 | 5,741 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||