ANGELES WEALTH MANAGEMENT, LLC
Position in AEP — American Electric Power Co Inc
CIK 1929170
SANTA MONICA, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$477,740
+$24,859 QoQ
Shares Held
3,492
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,137
of 1,972 holders
Holding Since
Sep 2024
8 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $4,702,882 across 9 Utilities - Regulated Electric names. AEP ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,800 | $1,386,766 | |
| 2 | DUK |
Duke Energy CORP
|
7,617 | $964,159 | |
| 3 | AEP |
American Electric Power Co Inc
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|
3,492 | $477,740 | |
| 4 | D |
Dominion Energy, Inc
|
5,964 | $407,281 | |
| 5 | ED |
Consolidated Edison Inc
|
3,641 | $402,803 | |
| 6 | EXC |
Exelon Corp
|
7,291 | $339,906 | |
| 7 | SO |
Southern Co
|
2,816 | $269,519 | |
| 8 | PCG |
PG&E Corp
|
13,843 | $232,839 |
All Filings in AEP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,740 | 3,492 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $452,881 | 3,455 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $355,039 | 3,079 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $318,375 | 2,830 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $282,746 | 2,725 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $271,535 | 2,485 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $224,764 | 2,437 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $241,828 | 2,357 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||