Beaird Harris Wealth Management, LLC

Position in AEP — American Electric Power Co Inc

CIK 1908938 DALLAS, TX

Position in AEP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$69,225

+$35,276 QoQ

Shares Held

506

+95.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,741

of 1,972 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beaird Harris Wealth Management, LLC holds $693,949 across 10 Utilities - Regulated Electric names. AEP ranks #5 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,302	$164,807
2	NEE	Nextera Energy Inc	1,494	$131,128
3	OGE	Oge Energy Corp.	2,605	$126,759
4	EVRG	Evergy, Inc.	872	$75,366
5	AEP	American Electric Power Co Inc This page	506	$69,225
6	ES	Eversource Energy	850	$61,429
7	SO	Southern Co	453	$43,356
8	DTE	Dte Energy Co	100	$15,237

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,225	506	+95.4%	Shares	Sole	2026-07-08
2026-03-31	$33,949	259	-55.7%	Shares	Sole	2026-05-14
2025-12-31	$67,341	584	+63.1%	Shares	Sole	2026-02-23
2025-09-30	$40,275	358	-3.2%	Shares	Sole	2025-11-13
2025-06-30	$38,391	370	+3.4%	Shares	Sole	2025-08-14
2025-03-31	$39,118	358	0.0%	Shares	Sole	2025-05-15
2024-12-31	$33,018	358	+138.7%	Shares	Sole	2025-02-10
2024-09-30	$15,390	150	0.0%	Shares	Sole	2024-12-02
2024-06-30	$13,161	150	0.0%	Shares	Sole	2024-08-15
2024-03-31	$12,915	150	+47.1%	Shares	Sole	2024-05-15
2023-12-31	$8,284	102	+2.0%	Shares	Sole	2024-02-27
2022-06-30	$9,594	100	-31.0%	Shares	Sole	2022-08-12
2022-03-31	$14,466	145	+45.0%	Shares	Sole	2022-05-27
2021-12-31	$8,897	100	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.