Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$339,288
+$15,914 QoQ
Shares Held
2,480
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,320
of 1,965 holders
Holding Since
Jun 2024
9 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, 2026Maia Wealth LLC holds $3,122,252 across 3 Utilities - Regulated Electric names. AEP ranks #3 (10.9% of the industry book) .
All Filings in AEP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,288 | 2,480 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $323,374 | 2,467 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $282,740 | 2,452 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $280,687 | 2,495 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $252,655 | 2,435 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $300,492 | 2,750 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $250,773 | 2,719 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $275,070 | 2,681 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $263,921 | 3,008 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||