WIN ADVISORS, INC
Position in AEP — American Electric Power Co Inc
CIK 1897144
PALM BEACH GARDENS, FL
Position in AEP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$262,553
New position
Shares Held
2,003
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WIN ADVISORS, INC holds $206,235 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
3,020 | $206,235 |
All Filings in AEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $262,553 | 2,003 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||