GUARDIAN WEALTH ADVISORS, LLC / NC
Position in AEP — American Electric Power Co Inc
CIK 1901403
RALEIGH, NC
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$220,674
+$4,917 QoQ
Shares Held
1,613
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,565
of 1,965 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $3,871,774 across 5 Utilities - Regulated Electric names. AEP ranks #4 (5.7% of the industry book) .
All Filings in AEP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,674 | 1,613 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $215,757 | 1,646 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $205,251 | 1,780 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $200,250 | 1,780 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $369,878 | 3,385 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $268,665 | 2,913 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $287,074 | 2,798 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $269,888 | 3,076 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $263,379 | 3,059 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||