Confluence Wealth Services, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1910411
MCMURRAY, PA
Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,498,069
+$151,878 QoQ
Shares Held
10,950
+6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#719
of 1,972 holders
Holding Since
Dec 2021
19 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, 2026Confluence Wealth Services, Inc. holds $17,671,449 across 14 Utilities - Regulated Electric names. AEP ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,639 | $4,971,205 | |
| 2 | SO |
Southern Co
|
23,814 | $2,279,237 | |
| 3 | DUK |
Duke Energy CORP
|
17,603 | $2,228,187 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
10,950 | $1,498,069 | |
| 5 | D |
Dominion Energy, Inc
|
18,843 | $1,286,788 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
7,948 | $928,087 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
10,699 | $868,330 | |
| 8 | ETR |
Entergy Corp /De/
|
7,332 | $842,153 |
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,498,069 | 10,950 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,346,191 | 10,270 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $857,560 | 7,437 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $905,962 | 8,053 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $835,579 | 8,053 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $882,573 | 8,077 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $470,465 | 5,101 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $523,362 | 5,101 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $268,045 | 3,055 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $265,876 | 3,088 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $264,046 | 3,251 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $227,013 | 3,018 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $241,485 | 2,868 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $260,504 | 2,863 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $265,005 | 2,791 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $240,849 | 2,786 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $267,001 | 2,783 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $277,260 | 2,779 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $248,048 | 2,788 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||