EARNED WEALTH ADVISORS, LLC
Position in AEP — American Electric Power Co Inc
CIK 1905663
WALNUT CREEK, CA
Position in AEP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$277,889
+$61,914 QoQ
Shares Held
2,120
+13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 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, 2026EARNED WEALTH ADVISORS, LLC holds $1,248,569 across 4 Utilities - Regulated Electric names.
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,889 | 2,120 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $215,975 | 1,873 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $210,150 | 1,868 | Shares | Sole | 2025-10-22 | |
| 2024-09-30 | $19,494 | 190 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||