Position in AEP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$234,081
+$3,250 QoQ
Shares Held
1,711
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.81%
of 13F equity value
Holder Rank
#1,531
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026Ridgeline Wealth, LLC holds $519,966 across 2 Utilities - Regulated Electric names. AEP ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
2,987 | $285,885 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
1,711 | $234,081 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,081 | 1,711 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $230,831 | 1,761 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $203,060 | 1,761 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||