44 WEALTH MANAGEMENT LLC

Position in AEP — American Electric Power Co Inc

CIK 1831187 EUGENE, OR

Position in AEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,510,929

+$862,608 QoQ

Shares Held

11,044

+123.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#716

of 1,972 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $5,660,194 across 5 Utilities - Regulated Electric names. AEP ranks #3 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	12,202	$1,859,218
2	EVRG	Evergy, Inc.	19,460	$1,681,927
3	AEP	American Electric Power Co Inc This page	11,044	$1,510,929
4	DUK	Duke Energy CORP	2,768	$350,373
5	SO	Southern Co	2,693	$257,747

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,510,929	11,044	+123.3%	Shares	Sole	2026-08-14
2026-03-31	$648,321	4,946	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$567,901	4,925	+1.0%	Shares	Sole	2026-02-09
2025-09-30	$548,325	4,874	+3.9%	Shares	Sole	2025-11-14
2025-06-30	$486,945	4,693	-0.6%	Shares	Sole	2025-08-15
2025-03-31	$515,754	4,720	-1.7%	Shares	Sole	2025-04-29
2024-12-31	$442,796	4,801	-33.8%	Shares	Sole	2025-02-03
2024-09-30	$743,952	7,251	+202.5%	Shares	Sole	2024-10-25
2023-06-30	$201,827	2,397	-1.0%	Shares	Sole	2023-07-18
2023-03-31	$220,377	2,422	+0.2%	Shares	Sole	2023-04-20
2022-12-31	$229,399	2,416	-31.6%	Shares	Sole	2023-01-20
2022-09-30	$305,427	3,533	-0.5%	Shares	Sole	2022-10-12
2022-06-30	$340,778	3,552	-6.4%	Shares	Sole	2022-07-22
2022-03-31	$378,726	3,796	-94.9%	Shares	Sole	2022-04-18
2021-12-31	$6,653,621	74,785	+1942.7%	Shares	Sole	2022-01-13
2021-09-30	$297,199	3,661	+0.1%	Shares	Sole	2021-10-20
2021-06-30	$309,514	3,659	—	Shares	Sole	2021-07-19
No filing history on record for this holder in this stock.