JEPPSON WEALTH MANAGEMENT, LLC
Position in AEP — American Electric Power Co Inc
CIK 1831263
MANHATTAN BEACH, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,742,655
+$173,207 QoQ
Shares Held
34,666
-0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#450
of 1,965 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $13,366,176 across 13 Utilities - Regulated Electric names. AEP ranks #1 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
34,666 | $4,742,655 | |
| 2 | DUK |
Duke Energy CORP
|
15,272 | $1,933,129 | |
| 3 | SO |
Southern Co
|
17,272 | $1,653,103 | |
| 4 | D |
Dominion Energy, Inc
|
15,034 | $1,026,671 | |
| 5 | ED |
Consolidated Edison Inc
|
6,431 | $711,461 | |
| 6 | NEE |
Nextera Energy Inc
|
8,099 | $710,849 | |
| 7 | EVRG |
Evergy, Inc.
|
7,345 | $634,828 | |
| 8 | NGG |
National Grid PLC
|
6,646 | $550,754 |
All Filings in AEP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,742,655 | 34,666 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,569,448 | 34,860 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,125,215 | 35,775 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,033,687 | 35,855 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,761,818 | 36,255 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,979,504 | 36,419 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,374,511 | 36,588 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,834,675 | 37,375 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,281,125 | 37,396 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,269,733 | 37,976 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,072,877 | 37,834 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,337,285 | 44,367 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,232,606 | 38,392 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,290,471 | 36,163 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,462,541 | 36,467 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,040,792 | 35,174 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,398,098 | 35,419 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,530,161 | 35,383 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,158,701 | 35,503 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,871,661 | 35,374 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $2,901,775 | 34,304 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,907,242 | 34,324 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,796,217 | 21,571 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $1,659,772 | 20,308 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||