Strait & Sound Wealth Management LLC
Position in AEP — American Electric Power Co Inc
CIK 1966210
SAN FRANCISCO, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$208,635
+$2,088 QoQ
Shares Held
1,525
-32.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,601
of 1,972 holders
Holding Since
Dec 2022
3 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, 2026Strait & Sound Wealth Management LLC holds $941,561 across 3 Utilities - Regulated Electric names. AEP ranks #3 (22.2% of the industry book) .
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,635 | 1,525 | Shares | Sole | 2026-08-18 | |
| 2023-03-31 | $206,547 | 2,270 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $215,536 | 2,270 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||