Wealth Preservation Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1968434
CHATTANOOGA, TN
Position in AEP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,490
-$4,888 QoQ
Shares Held
19
-70.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026Wealth Preservation Advisors, LLC holds $126,580 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,000 | $126,580 |
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,490 | 19 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,378 | 64 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $5,737 | 51 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $57,171 | 551 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,572 | 51 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||