Beverly Hills Private Wealth, LLC
Position in AEP — American Electric Power Co Inc
CIK 1965710
BEVERLY HILLS, CA
Position in AEP
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$496,531
+$78,533 QoQ
Shares Held
3,788
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Beverly Hills Private Wealth, LLC holds $2,172,577 across 4 Utilities - Regulated Electric names.
All Filings in AEP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,531 | 3,788 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $417,998 | 3,625 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $405,562 | 3,605 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $379,346 | 3,656 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $433,035 | 3,963 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $366,890 | 3,978 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $420,864 | 4,102 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $423,607 | 4,828 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $457,792 | 5,317 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $393,915 | 4,850 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $443,871 | 5,901 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,032,376 | 12,261 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $534,202 | 5,871 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $484,624 | 5,104 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||