Wescott Financial Advisory Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 1864880
Philadelphia, PA
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$203,710
New position
Shares Held
1,489
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,619
of 1,972 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $203,710 across 1 Utilities - Regulated Electric name. AEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
1,489 | $203,710 |
All Filings in AEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,710 | 1,489 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||