Position in AEP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$316,441
+$11,812 QoQ
Shares Held
2,313
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,346
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, 2026Accel Wealth Management holds $2,969,082 across 7 Utilities - Regulated Electric names. AEP ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,097 | $798,443 | |
| 2 | LNT |
Alliant Energy Corp
|
8,972 | $684,473 | |
| 3 | DUK |
Duke Energy CORP
|
3,303 | $418,093 | |
| 4 | AEP |
American Electric Power Co Inc
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|
2,313 | $316,441 | |
| 5 | OGE |
Oge Energy Corp.
|
5,632 | $274,053 | |
| 6 | SO |
Southern Co
|
2,514 | $240,614 | |
| 7 | XEL |
Xcel Energy Inc
|
2,951 | $236,965 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,441 | 2,313 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $304,629 | 2,324 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $272,246 | 2,361 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $273,600 | 2,432 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $250,891 | 2,418 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $263,231 | 2,409 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $292,738 | 3,174 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $324,421 | 3,162 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $274,187 | 3,125 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $267,168 | 3,103 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $217,263 | 2,675 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $210,164 | 2,794 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $236,349 | 2,807 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $258,775 | 2,844 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $268,043 | 2,823 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $251,655 | 2,911 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $277,650 | 2,894 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $287,038 | 2,877 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $254,365 | 2,859 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $230,388 | 2,838 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $238,459 | 2,819 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $237,414 | 2,803 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $231,740 | 2,783 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||