ARS Wealth Advisors Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 1886707
St. Petersburg, FL
Position in AEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,148,383
+$48,753 QoQ
Shares Held
8,394
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#805
of 1,972 holders
Holding Since
Sep 2021
17 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, 2026ARS Wealth Advisors Group, LLC holds $32,804,068 across 8 Utilities - Regulated Electric names. AEP ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
147,127 | $18,623,335 | |
| 2 | SO |
Southern Co
|
110,226 | $10,549,730 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
8,394 | $1,148,383 | |
| 4 | NEE |
Nextera Energy Inc
|
11,278 | $989,870 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,675 | $662,669 | |
| 6 | EIX |
Edison International
|
4,465 | $332,419 | |
| 7 | XEL |
Xcel Energy Inc
|
3,278 | $263,223 | |
| 8 | D |
Dominion Energy, Inc
|
3,433 | $234,439 |
All Filings in AEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,383 | 8,394 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,099,630 | 8,389 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $986,938 | 8,559 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $962,212 | 8,553 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $869,301 | 8,378 | Shares | Sole | 2025-07-10 | |
| 2024-09-30 | $656,332 | 6,397 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $560,395 | 6,387 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $548,715 | 6,373 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $437,857 | 5,391 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $397,612 | 5,286 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $534,838 | 6,352 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $401,258 | 4,226 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $364,386 | 4,215 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $403,427 | 4,205 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $325,549 | 3,263 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $308,192 | 3,464 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $291,111 | 3,586 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||