Position in AEP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$854,788
+$35,801 QoQ
Shares Held
6,248
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.98%
of 13F equity value
Holder Rank
#895
of 1,972 holders
Holding Since
Dec 2021
15 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, 2026Gibson Wealth Advisors LLC holds $3,485,630 across 3 Utilities - Regulated Electric names. AEP ranks #3 (24.5% of the industry book) .
All Filings in AEP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,788 | 6,248 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $818,987 | 6,248 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $720,456 | 6,248 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $702,900 | 6,248 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $648,292 | 6,248 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $682,718 | 6,248 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $576,253 | 6,248 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $641,044 | 6,248 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $548,199 | 6,248 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $537,952 | 6,248 | Shares | Sole | 2024-08-28 | |
| 2022-12-31 | $35,950,348 | 378,624 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $280,789 | 3,248 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $311,613 | 3,248 | Shares | Sole | 2022-09-07 | |
| 2022-03-31 | $324,052 | 3,248 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $119,931 | 1,348 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||