Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$221,358
+$10,058 QoQ
Shares Held
1,618
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,568
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026Traveka Wealth, LLC holds $935,284 across 5 Utilities - Regulated Electric names. AEP ranks #3 (23.7% of the industry book) .
All Filings in AEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,358 | 1,618 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $211,300 | 1,612 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $213,208 | 1,849 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||