Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$957,943
+$51,919 QoQ
Shares Held
7,002
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#856
of 1,968 holders
Holding Since
Mar 2024
8 quarters on record
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Simplicity Wealth,LLC holds $14,821,898 across 17 Utilities - Regulated Electric names. AEP ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
43,287 | $4,142,998 | |
| 2 | NEE |
Nextera Energy Inc
|
27,863 | $2,445,535 | |
| 3 | DUK |
Duke Energy CORP
|
10,453 | $1,323,140 | |
| 4 | ED |
Consolidated Edison Inc
|
10,572 | $1,169,580 | |
| 5 | AEP |
American Electric Power Co Inc
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|
7,002 | $957,943 | |
| 6 | D |
Dominion Energy, Inc
|
12,732 | $869,468 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
4,724 | $551,621 | |
| 8 | EVRG |
Evergy, Inc.
|
6,285 | $543,212 |
All Filings in AEP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,943 | 7,002 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $906,024 | 6,912 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $759,546 | 6,587 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $735,862 | 6,541 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $745,619 | 7,186 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $213,513 | 1,954 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $1,569,493 | 17,888 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,572,616 | 18,265 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||