Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$758,474
+$31,767 QoQ
Shares Held
5,544
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#944
of 1,972 holders
Holding Since
Dec 2020
10 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, 20264J Wealth Management LLC holds $758,474 across 1 Utilities - Regulated Electric name. AEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
5,544 | $758,474 |
All Filings in AEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,474 | 5,544 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $726,707 | 5,544 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $639,278 | 5,544 | Shares | Sole | 2026-01-15 | |
| 2022-06-30 | $215,481 | 2,246 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $226,078 | 2,266 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $206,054 | 2,316 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $214,639 | 2,644 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $226,447 | 2,677 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $226,741 | 2,677 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $211,755 | 2,543 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||