AXXCESS WEALTH MANAGEMENT, LLC
Position in AEP — American Electric Power Co Inc
CIK 1911056
CARLSBAD, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,311,592
+$667,419 QoQ
Shares Held
46,134
+7.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#394
of 1,972 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $30,108,325 across 14 Utilities - Regulated Electric names. AEP ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,425 | $9,165,382 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
46,134 | $6,311,592 | |
| 3 | DUK |
Duke Energy CORP
|
28,964 | $3,666,263 | |
| 4 | CNP |
Centerpoint Energy Inc
|
50,992 | $2,245,687 | |
| 5 | D |
Dominion Energy, Inc
|
28,802 | $1,966,888 | |
| 6 | SO |
Southern Co
|
16,985 | $1,625,634 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
10,703 | $1,249,789 | |
| 8 | DTE |
Dte Energy Co
|
8,067 | $1,229,168 |
All Filings in AEP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,311,592 | 46,134 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,644,173 | 43,059 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,927,888 | 42,736 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $4,579,875 | 40,710 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,216,287 | 40,635 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,604,747 | 42,141 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,612,833 | 39,172 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,809,538 | 37,130 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,240,413 | 36,932 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,730,713 | 43,330 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,445,514 | 42,422 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,135,721 | 28,393 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,896,605 | 22,525 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,499,040 | 27,465 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,583,209 | 27,206 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,085,692 | 24,126 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,979,721 | 20,635 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,058,354 | 20,631 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,952,179 | 21,942 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||