Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$292,636
+$72,815 QoQ
Shares Held
2,139
+27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,395
of 1,972 holders
Holding Since
Dec 2024
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, 2026MFA Wealth Services holds $505,471 across 2 Utilities - Regulated Electric names. AEP ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
2,139 | $292,636 | |
| 2 | ETR |
Entergy Corp /De/
|
1,853 | $212,835 |
All Filings in AEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,636 | 2,139 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $219,821 | 1,677 | Shares | Sole | 2026-04-22 | |
| 2024-12-31 | $210,007 | 2,277 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||