San Luis Wealth Advisors LLC
Position in AEP — American Electric Power Co Inc
CIK 1844709
SAN LUIS OBISPO, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$977,233
-$136,553 QoQ
Shares Held
7,143
-15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#847
of 1,972 holders
Holding Since
Mar 2025
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, 2026San Luis Wealth Advisors LLC holds $4,959,720 across 7 Utilities - Regulated Electric names. AEP ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
16,137 | $1,101,995 | |
| 2 | ES |
Eversource Energy
|
14,850 | $1,073,209 | |
| 3 | AEP |
American Electric Power Co Inc
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|
7,143 | $977,233 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
9,576 | $777,188 | |
| 5 | EIX |
Edison International
|
5,648 | $420,493 | |
| 6 | AEE |
Ameren Corp
|
3,006 | $339,798 | |
| 7 | NEE |
Nextera Energy Inc
|
3,074 | $269,804 |
All Filings in AEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $977,233 | 7,143 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,113,786 | 8,497 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $885,811 | 7,682 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $773,325 | 6,874 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $632,728 | 6,098 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $660,209 | 6,042 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||