WOODWARD DIVERSIFIED CAPITAL, LLC
Position in AEP — American Electric Power Co Inc
CIK 1846177
BAKERSFIELD, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$758,064
+$30,439 QoQ
Shares Held
5,541
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#945
of 1,972 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WOODWARD DIVERSIFIED CAPITAL, LLC holds $2,148,612 across 3 Utilities - Regulated Electric names. AEP ranks #2 (35.3% of the industry book) .
All Filings in AEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,064 | 5,541 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $727,625 | 5,551 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $640,316 | 5,553 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $602,100 | 5,352 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $549,305 | 5,294 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $321,800 | 2,945 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $244,686 | 2,653 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $455,954 | 4,444 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $405,358 | 4,620 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $344,400 | 4,000 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||