Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$312,884
+$12,580 QoQ
Shares Held
2,287
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,351
of 1,972 holders
Holding Since
Sep 2024
7 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, 2026Atlas Wealth LLC holds $312,884 across 1 Utilities - Regulated Electric name. AEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
2,287 | $312,884 |
All Filings in AEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,884 | 2,287 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $300,304 | 2,291 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $259,793 | 2,253 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $240,750 | 2,140 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $222,046 | 2,140 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $233,837 | 2,140 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $219,564 | 2,140 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||