Marion Wealth Management
Position in AEP — American Electric Power Co Inc
CIK 1911097
MONROEVILLE, PA
Position in AEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,512,160
+$122,844 QoQ
Shares Held
11,053
+4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#715
of 1,972 holders
Holding Since
Mar 2025
6 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, 2026Marion Wealth Management holds $3,768,105 across 4 Utilities - Regulated Electric names. AEP ranks #2 (40.1% of the industry book) .
All Filings in AEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,512,160 | 11,053 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,389,316 | 10,599 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,175,008 | 10,190 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,109,137 | 9,859 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,014,565 | 9,778 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $982,228 | 8,989 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||