Position in AEP
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$10,276,672
+$1,915,429 QoQ
Shares Held
78,400
+8.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
5 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 Mar 31, 2026TruWealth Advisors, LLC holds $11,769,032 across 4 Utilities - Regulated Electric names. AEP ranks #1 (87.3% of the industry book) .
All Filings in AEP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,276,672 | 78,400 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $8,361,243 | 72,511 | Shares | Sole | 2026-01-07 | |
| 2023-03-31 | $8,758,606 | 96,259 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,896,815 | 93,700 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $7,143,017 | 82,626 | Shares | Sole | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||