Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$50,756
+$15,790 QoQ
Shares Held
371
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,766
of 1,968 holders
Holding Since
Mar 2020
22 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, 2026WEST PACES ADVISORS INC. holds $6,198,844 across 19 Utilities - Regulated Electric names. AEP ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,477 | $3,204,083 | |
| 2 | NEE |
Nextera Energy Inc
|
15,410 | $1,352,535 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,569 | $533,522 | |
| 4 | PPL |
PPL Corp
|
13,276 | $482,582 | |
| 5 | DUK |
Duke Energy CORP
|
3,088 | $390,879 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,320 | $107,131 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
371 | $50,756 | |
| 8 | D |
Dominion Energy, Inc
|
276 | $18,848 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,756 | 371 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $34,966 | 320 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $29,513 | 320 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,832 | 320 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $28,076 | 320 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $27,552 | 320 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $24,609 | 303 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $22,791 | 303 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $40,416 | 480 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $43,675 | 480 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $44,341 | 467 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $25,070 | 290 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $27,822 | 290 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $28,933 | 290 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $25,801 | 290 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $27,844 | 343 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $35,020 | 414 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $33,287 | 393 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $36,888 | 443 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $36,206 | 443 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $35,280 | 443 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $35,431 | 443 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||