Position in AEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$447,915
+$18,760 QoQ
Shares Held
3,274
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,174
of 1,972 holders
Holding Since
Dec 2021
16 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, 2026W ADVISORS, LLC holds $2,084,452 across 3 Utilities - Regulated Electric names. AEP ranks #3 (21.5% of the industry book) .
All Filings in AEP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,915 | 3,274 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $429,155 | 3,274 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $378,100 | 3,279 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $368,887 | 3,279 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $340,020 | 3,277 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $377,199 | 3,452 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $311,275 | 3,375 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $347,095 | 3,383 | Shares | Other | 2024-10-28 | |
| 2024-06-30 | $292,349 | 3,332 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $285,249 | 3,313 | Shares | Other | 2024-04-25 | |
| 2023-03-31 | $210,186 | 2,310 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $219,334 | 2,310 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $199,699 | 2,310 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $221,621 | 2,310 | Shares | Sole | 2022-08-26 | |
| 2022-03-31 | $230,468 | 2,310 | Shares | Sole | 2022-08-26 | |
| 2021-12-31 | $205,520 | 2,310 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||