Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$339,562
+$110,566 QoQ
Shares Held
2,482
+42.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,326
of 1,978 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $9,279,273 across 7 Utilities - Regulated Electric names. AEP ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,032 | $3,250,298 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
19,271 | $2,250,274 | |
| 3 | PPL |
PPL Corp
|
54,894 | $1,995,396 | |
| 4 | SO |
Southern Co
|
8,976 | $859,092 | |
| 5 | DTE |
Dte Energy Co
|
2,656 | $404,694 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
2,482 | $339,562 | |
| 7 | PCG |
PG&E Corp
|
10,699 | $179,957 |
All Filings in AEP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,562 | 2,482 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $228,996 | 1,747 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $297,269 | 2,578 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $300,937 | 2,675 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $277,558 | 2,675 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $208,377 | 1,907 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $195,896 | 2,124 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $116,245 | 1,133 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $101,602 | 1,158 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $187,267 | 2,175 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $188,674 | 2,323 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $246,110 | 2,592 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $192,005 | 2,221 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||