Rockline Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 2005098
Islip Terrace, NY
Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,408,155
+$116,334 QoQ
Shares Held
32,221
-1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#465
of 1,972 holders
Holding Since
Dec 2023
11 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, 2026Rockline Wealth Management, LLC holds $12,608,691 across 3 Utilities - Regulated Electric names. AEP ranks #2 (35.0% of the industry book) .
All Filings in AEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,408,155 | 32,221 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,291,821 | 32,742 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,837,862 | 33,283 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,612,150 | 32,108 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,174,640 | 30,596 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,298,533 | 30,187 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,665,447 | 28,900 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,747,730 | 26,781 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,242,809 | 25,562 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,169,203 | 25,194 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,981,686 | 24,399 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||