BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in AEP — American Electric Power Co Inc
CIK 2010186
CINCINNATI, OH
Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,106,519
+$27,338 QoQ
Shares Held
8,088
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#816
of 1,968 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $188,467,826 across 30 Utilities - Regulated Electric names. AEP ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,165,321 | $102,280,224 | |
| 2 | DUK |
Duke Energy CORP
|
580,535 | $73,484,120 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
76,919 | $8,981,831 | |
| 4 | AEP |
American Electric Power Co Inc
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|
8,088 | $1,106,519 | |
| 5 | SO |
Southern Co
|
9,624 | $921,113 | |
| 6 | ETR |
Entergy Corp /De/
|
6,582 | $756,008 | |
| 7 | AEE |
Ameren Corp
|
1,755 | $198,385 | |
| 8 | D |
Dominion Energy, Inc
|
2,733 | $186,636 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,519 | 8,088 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,079,181 | 8,233 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $996,624 | 8,643 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $938,475 | 8,342 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $818,251 | 7,886 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $845,312 | 7,736 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $962,420 | 10,435 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,075,966 | 10,487 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $934,431 | 10,650 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $920,409 | 10,690 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,283,276 | 15,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,206,152 | 16,035 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,428,032 | 16,960 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $177,430 | 1,950 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $232,627 | 2,450 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $234,452 | 2,712 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $243,303 | 2,536 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $250,522 | 2,511 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $223,403 | 2,511 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $171,614 | 2,114 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $188,128 | 2,224 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $192,353 | 2,271 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $189,106 | 2,271 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $185,608 | 2,271 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $180,862 | 2,271 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $161,239 | 2,016 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||