Octavia Wealth Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1841259
CINCINNATI, OH
Position in AEP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$319,040
-$149,833 QoQ
Shares Held
2,332
-34.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,343
of 1,972 holders
Holding Since
Sep 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, 2026Octavia Wealth Advisors, LLC holds $1,069,799 across 3 Utilities - Regulated Electric names. AEP ranks #2 (29.8% of the industry book) .
All Filings in AEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,040 | 2,332 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $468,873 | 3,577 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $219,550 | 1,904 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $426,037 | 3,787 | Shares | Sole | 2025-10-28 | |
| 2025-03-31 | $214,387 | 1,962 | Shares | Sole | 2025-04-14 | |
| 2023-09-30 | $299,074 | 3,976 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||