Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,255,231
+$405,178 QoQ
Shares Held
9,175
+41.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#773
of 1,972 holders
Holding Since
Dec 2020
22 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, 2026NewEdge Wealth, LLC holds $27,619,902 across 17 Utilities - Regulated Electric names. AEP ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
107,595 | $9,443,613 | |
| 2 | D |
Dominion Energy, Inc
|
79,128 | $5,403,651 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
14,571 | $1,701,455 | |
| 4 | PPL |
PPL Corp
|
37,139 | $1,350,002 | |
| 5 | SO |
Southern Co
|
13,889 | $1,329,316 | |
| 6 | AEP |
American Electric Power Co Inc
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|
9,175 | $1,255,231 | |
| 7 | ETR |
Entergy Corp /De/
|
9,666 | $1,110,236 | |
| 8 | NGG |
National Grid PLC
|
12,525 | $1,037,946 |
All Filings in AEP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,231 | 9,175 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $850,053 | 6,485 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $860,443 | 7,462 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $430,987 | 3,831 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $314,185 | 3,028 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $396,103 | 3,625 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $374,453 | 4,060 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $438,717 | 4,276 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $233,300 | 2,659 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $289,640 | 3,364 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $281,346 | 3,464 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $273,800 | 3,640 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,059,404 | 12,582 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $257,137 | 2,826 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $484,719 | 5,105 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $280,443 | 3,244 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $985,687 | 10,274 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $259,102 | 2,597 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $257,034 | 2,889 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $2,816,170 | 33,292 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,523,975 | 29,799 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $725,531 | 8,713 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||