RIDGECREST WEALTH PARTNERS, LLC
Position in AEP — American Electric Power Co Inc
CIK 1860719
MILL VALLEY, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$244,889
+$33,457 QoQ
Shares Held
1,790
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,505
of 1,972 holders
Holding Since
Mar 2026
2 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, 2026RIDGECREST WEALTH PARTNERS, LLC holds $571,920 across 2 Utilities - Regulated Electric names. AEP ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,726 | $327,031 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
1,790 | $244,889 |
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,889 | 1,790 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $211,432 | 1,613 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||