BAKER TILLY WEALTH MANAGEMENT, LLC
Position in AEP — American Electric Power Co Inc
CIK 1840565
MADISON, WI
Position in AEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$282,375
+$79,352 QoQ
Shares Held
2,064
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,414
of 1,972 holders
Holding Since
Jun 2023
6 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $842,791 across 3 Utilities - Regulated Electric names. AEP ranks #2 (33.5% of the industry book) .
All Filings in AEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,375 | 2,064 | Shares | Sole | 2026-07-17 | |
| 2025-03-31 | $203,023 | 1,858 | Shares | Sole | 2025-04-09 | |
| 2024-03-31 | $826,904 | 9,604 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $825,357 | 10,162 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $666,825 | 8,865 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $893,362 | 10,610 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||