WealthPlan Investment Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1929986
OMAHA, NE
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$699,783
+$32,717 QoQ
Shares Held
5,115
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#971
of 1,972 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $2,056,950 across 4 Utilities - Regulated Electric names. AEP ranks #2 (34.0% of the industry book) .
All Filings in AEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,783 | 5,115 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $667,066 | 5,089 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $570,207 | 4,945 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $555,187 | 4,935 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $510,914 | 4,924 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $524,496 | 4,800 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $447,038 | 4,847 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $492,480 | 4,800 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $421,152 | 4,800 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $413,280 | 4,800 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $389,856 | 4,800 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $395,581 | 5,259 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $38,647 | 459 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $524,011 | 5,759 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $856,164 | 9,017 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $774,678 | 8,961 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $858,919 | 8,609 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||