Arista Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1964758
Las Vegas, NV
Position in AEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$721,262
+$32,437 QoQ
Shares Held
5,272
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#964
of 1,972 holders
Holding Since
Jun 2025
5 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, 2026Arista Wealth Management, LLC holds $4,403,454 across 4 Utilities - Regulated Electric names. AEP ranks #3 (16.4% of the industry book) .
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,262 | 5,272 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $688,825 | 5,255 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $596,498 | 5,173 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $580,050 | 5,156 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $531,770 | 5,125 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||