Position in AEP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$212,739
+$8,910 QoQ
Shares Held
1,555
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,585
of 1,972 holders
Holding Since
Mar 2026
2 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, 2026OMNI 360 Wealth, Inc. holds $1,202,993 across 3 Utilities - Regulated Electric names. AEP ranks #3 (17.7% of the industry book) .
All Filings in AEP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,739 | 1,555 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $203,829 | 1,555 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||