Position in AEP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$324,376
New position
Shares Held
2,371
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,338
of 1,972 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KWB Wealth holds $1,576,922 across 2 Utilities - Regulated Electric names. AEP ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
16,824 | $1,252,546 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
2,371 | $324,376 |
All Filings in AEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,376 | 2,371 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||