Trueblood Wealth Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 2005380
LIMA, OH
Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$852,052
+$36,211 QoQ
Shares Held
6,228
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#897
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, 2026Trueblood Wealth Management, LLC holds $5,232,588 across 8 Utilities - Regulated Electric names. AEP ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
9,620 | $1,123,327 | |
| 2 | NEE |
Nextera Energy Inc
|
11,129 | $976,792 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
6,228 | $852,052 | |
| 4 | SO |
Southern Co
|
8,597 | $822,818 | |
| 5 | DUK |
Duke Energy CORP
|
3,813 | $482,649 | |
| 6 | ETR |
Entergy Corp /De/
|
3,112 | $357,444 | |
| 7 | XEL |
Xcel Energy Inc
|
4,117 | $330,595 | |
| 8 | ES |
Eversource Energy
|
3,970 | $286,911 |
All Filings in AEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,052 | 6,228 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $815,841 | 6,224 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $799,905 | 6,937 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $770,175 | 6,846 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $698,304 | 6,730 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $735,387 | 6,730 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $629,930 | 6,830 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $730,922 | 7,124 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $625,059 | 7,124 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $613,376 | 7,124 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $586,408 | 7,220 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||