Valued Wealth Advisors LLC

Position in AEP — American Electric Power Co Inc

CIK 2007175 HOLLADAY, UT

Position in AEP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$23,120

+$706 QoQ

Shares Held

169

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,831

of 1,965 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Valued Wealth Advisors LLC holds $205,988 across 22 Utilities - Regulated Electric names. AEP ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	881	$77,325
2	WEC	Wec Energy Group, Inc.	343	$40,052
3	AEP	American Electric Power Co Inc This page	169	$23,120
4	XEL	Xcel Energy Inc	160	$12,848
5	ETR	Entergy Corp /De/	86	$9,877
6	DUK	Duke Energy CORP	58	$7,341
7	SO	Southern Co	69	$6,603
8	EXC	Exelon Corp	134	$6,247

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,120	169	-1.2%	Shares	Sole	2026-07-21
2026-03-31	$22,414	171	+32.6%	Shares	Sole	2026-04-30
2025-12-31	$14,874	129	+5.7%	Shares	Sole	2026-01-30
2025-09-30	$13,725	122	+1.7%	Shares	Sole	2025-10-29
2025-06-30	$12,451	120	0.0%	Shares	Sole	2025-08-06
2025-03-31	$13,112	120	0.0%	Shares	Sole	2025-05-01
2024-12-31	$11,067	120	+17.6%	Shares	Sole	2025-01-22
2024-09-30	$10,465	102	+5000.0%	Shares	Sole	2024-10-28
2024-06-30	$175	2	0.0%	Shares	Sole	2024-07-17
2024-03-31	$172	2	-33.3%	Shares	Sole	2024-04-30
2023-12-31	$243	3	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.