Position in AEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$40,769
+$1,708 QoQ
Shares Held
298
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,795
of 1,972 holders
Holding Since
Dec 2020
11 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, 2026GoalVest Advisory LLC holds $5,766,996 across 13 Utilities - Regulated Electric names. AEP ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,978 | $2,455,629 | |
| 2 | SO |
Southern Co
|
12,870 | $1,231,787 | |
| 3 | DTE |
Dte Energy Co
|
8,022 | $1,222,312 | |
| 4 | EVRG |
Evergy, Inc.
|
6,290 | $543,644 | |
| 5 | ES |
Eversource Energy
|
1,347 | $97,347 | |
| 6 | ETR |
Entergy Corp /De/
|
364 | $41,809 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
298 | $40,769 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
294 | $34,330 |
All Filings in AEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,769 | 298 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $39,061 | 298 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $36,092 | 313 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $35,212 | 313 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $32,476 | 313 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $9,069 | 83 | Shares | Sole | 2025-04-07 | |
| 2024-03-31 | $15,670 | 182 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $34,518 | 425 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $7,898 | 105 | Shares | Sole | 2023-10-10 | |
| 2022-03-31 | $13,369 | 134 | Shares | Sole | 2022-05-03 | |
| 2020-12-31 | $7,494 | 90 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||