Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$432,182
+$21,247 QoQ
Shares Held
3,159
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,194
of 1,972 holders
Holding Since
Mar 2023
14 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, 2026CHANNEL WEALTH LLC holds $776,226 across 2 Utilities - Regulated Electric names. AEP ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
3,159 | $432,182 | |
| 2 | DUK |
Duke Energy CORP
|
2,718 | $344,044 |
All Filings in AEP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,182 | 3,159 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $410,935 | 3,135 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $358,844 | 3,112 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $347,175 | 3,086 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $317,505 | 3,060 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $331,306 | 3,032 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $277,243 | 3,006 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $305,440 | 2,977 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $295,245 | 3,365 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $289,382 | 3,361 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $270,543 | 3,331 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $251,911 | 3,349 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $297,647 | 3,535 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $337,754 | 3,712 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||