SAX WEALTH ADVISORS, LLC
Position in AEP — American Electric Power Co Inc
CIK 1846150
PARSIPPANY, NJ
Position in AEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$498,809
+$162,720 QoQ
Shares Held
3,646
+42.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,117
of 1,968 holders
Holding Since
Dec 2025
3 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, 2026SAX WEALTH ADVISORS, LLC holds $6,891,098 across 8 Utilities - Regulated Electric names. AEP ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
26,397 | $2,316,864 | |
| 2 | ED |
Consolidated Edison Inc
|
8,715 | $964,140 | |
| 3 | D |
Dominion Energy, Inc
|
12,180 | $831,772 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
10,009 | $812,330 | |
| 5 | SO |
Southern Co
|
6,567 | $628,527 | |
| 6 | AEP |
American Electric Power Co Inc
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|
3,646 | $498,809 | |
| 7 | DUK |
Duke Energy CORP
|
3,861 | $488,725 | |
| 8 | ES |
Eversource Energy
|
4,842 | $349,931 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,809 | 3,646 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $336,089 | 2,564 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $295,654 | 2,564 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||