Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$605,110
-$934,686 QoQ
Shares Held
4,423
-62.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,028
of 1,972 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. AEP ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
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|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,110 | 4,423 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,539,796 | 11,747 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,249,844 | 10,839 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $432,675 | 3,846 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $472,523 | 4,554 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,377,496 | 21,758 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $350,105 | 3,796 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $381,877 | 3,722 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $304,896 | 3,475 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $272,248 | 3,162 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $226,035 | 2,783 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $237,845 | 3,162 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $269,608 | 3,202 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $291,713 | 3,206 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $166,542 | 1,754 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $150,077 | 1,736 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $288,971 | 3,012 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $391,697 | 3,926 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $812,651 | 9,134 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $209,606 | 2,582 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $217,650 | 2,573 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $854,877 | 10,093 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||