Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,028,532
-$784,875 QoQ
Shares Held
44,065
-15.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#403
of 1,968 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. AEP ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
210,104 | $20,109,053 | |
| 2 | NEE |
Nextera Energy Inc
|
224,772 | $19,728,238 | |
| 3 | DUK |
Duke Energy CORP
|
88,049 | $11,145,242 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
44,065 | $6,028,532 | |
| 5 | D |
Dominion Energy, Inc
|
73,917 | $5,047,791 | |
| 6 | ETR |
Entergy Corp /De/
|
27,615 | $3,171,858 | |
| 7 | CMS |
Cms Energy Corp
|
33,781 | $2,584,246 | |
| 8 | ES |
Eversource Energy
|
35,105 | $2,537,038 |
All Filings in AEP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,028,532 | 44,065 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,813,407 | 51,979 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,792,943 | 50,238 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,460,412 | 48,537 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,948,418 | 47,691 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,098,319 | 46,658 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,311,057 | 35,900 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,196,913 | 31,159 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,542,705 | 28,980 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,869,661 | 21,715 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,688,238 | 20,786 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,562,093 | 20,767 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,657,561 | 19,686 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,747,735 | 19,208 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,818,672 | 19,154 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,646,008 | 19,040 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,633,378 | 17,025 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,362,359 | 13,655 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $974,933 | 10,958 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||