Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$284,291
+$14,267 QoQ
Shares Held
2,078
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,409
of 1,972 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Leslie Global Wealth, LLC holds $1,630,702 across 4 Utilities - Regulated Electric names. AEP ranks #4 (17.4% of the industry book) .
All Filings in AEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,291 | 2,078 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $270,024 | 2,060 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $230,737 | 2,051 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $212,500 | 2,048 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $224,877 | 2,058 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $221,536 | 2,402 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $242,751 | 2,366 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||