Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$474,730
+$128,417 QoQ
Shares Held
3,470
+31.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,137
of 1,965 holders
Holding Since
Jun 2024
7 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, 2026Opal Wealth Advisors, LLC holds $1,651,846 across 4 Utilities - Regulated Electric names. AEP ranks #2 (28.7% of the industry book) .
All Filings in AEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,730 | 3,470 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $346,313 | 2,642 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $358,844 | 3,112 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $332,325 | 2,954 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $306,714 | 2,956 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $144,673 | 1,324 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $47,818 | 545 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||