Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,513,002
+$2,330,090 QoQ
Shares Held
62,225
+31.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#337
of 1,972 holders
Holding Since
Mar 2024
10 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, 2026Trajan Wealth LLC holds $16,690,081 across 2 Utilities - Regulated Electric names. AEP ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
62,225 | $8,513,002 | |
| 2 | SO |
Southern Co
|
85,436 | $8,177,079 |
All Filings in AEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,513,002 | 62,225 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,182,912 | 47,169 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,225,272 | 45,315 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,128,875 | 45,590 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,773,997 | 46,010 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,991,781 | 45,683 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,480,164 | 48,576 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,736,836 | 46,168 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,036,215 | 46,002 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,969,984 | 46,109 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||