Alliance Wealth Advisors, LLC /UT
Position in AEP — American Electric Power Co Inc
CIK 1893261
Centerville, UT
Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$276,903
-$1,379 QoQ
Shares Held
2,024
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,426
of 1,965 holders
Holding Since
Mar 2024
10 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, 2026Alliance Wealth Advisors, LLC /UT holds $2,323,223 across 4 Utilities - Regulated Electric names. AEP ranks #3 (11.9% of the industry book) .
All Filings in AEP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,903 | 2,024 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $278,282 | 2,123 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $284,239 | 2,465 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $363,037 | 3,227 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $333,795 | 3,217 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $335,677 | 3,072 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $275,952 | 2,992 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $298,566 | 2,910 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $241,899 | 2,757 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $219,985 | 2,555 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||