TRITONPOINT WEALTH, LLC
Position in AEP — American Electric Power Co Inc
CIK 2008171
CHEVY CHASE, MD
Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$397,433
+$89,658 QoQ
Shares Held
2,905
+23.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,234
of 1,972 holders
Holding Since
Dec 2023
10 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, 2026TRITONPOINT WEALTH, LLC holds $1,866,627 across 4 Utilities - Regulated Electric names. AEP ranks #4 (21.3% of the industry book) .
All Filings in AEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,433 | 2,905 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $307,775 | 2,348 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $270,517 | 2,346 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $415,012 | 3,689 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $368,555 | 3,552 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $374,796 | 3,430 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $319,115 | 3,460 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $307,800 | 3,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $259,973 | 2,963 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $222,624 | 2,741 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||