Accurate Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1877728
WESLEY CHAPEL, FL
Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,032,586
+$381,241 QoQ
Shares Held
14,857
+17.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#633
of 1,972 holders
Holding Since
Jun 2021
20 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, 2026Accurate Wealth Management, LLC holds $12,671,535 across 16 Utilities - Regulated Electric names. AEP ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
23,699 | $2,268,231 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
14,857 | $2,032,586 | |
| 3 | XEL |
Xcel Energy Inc
|
15,975 | $1,282,792 | |
| 4 | ES |
Eversource Energy
|
14,737 | $1,065,042 | |
| 5 | NEE |
Nextera Energy Inc
|
9,786 | $858,917 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,086 | $737,419 | |
| 7 | DUK |
Duke Energy CORP
|
5,772 | $730,619 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
8,318 | $595,735 |
All Filings in AEP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,032,586 | 14,857 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,651,345 | 12,598 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,382,797 | 11,992 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,253,587 | 11,143 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,022,139 | 9,851 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $999,492 | 9,147 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $759,698 | 8,237 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $767,550 | 7,481 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $648,135 | 7,387 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $641,272 | 7,448 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $475,624 | 5,856 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $411,077 | 5,465 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $395,908 | 4,702 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $399,446 | 4,390 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $348,466 | 3,670 | Shares | Sole | 2023-01-11 | |
| 2022-06-30 | $305,281 | 3,182 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $338,020 | 3,388 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $254,187 | 2,857 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $228,765 | 2,818 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $241,250 | 2,852 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||