Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,576
+$532 QoQ
Shares Held
70
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,892
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026Westfuller Advisors, LLC holds $1,370,612 across 14 Utilities - Regulated Electric names. AEP ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
4,829 | $534,232 | |
| 2 | NEE |
Nextera Energy Inc
|
1,772 | $155,528 | |
| 3 | SO |
Southern Co
|
1,386 | $132,654 | |
| 4 | XEL |
Xcel Energy Inc
|
1,535 | $123,260 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
1,257 | $102,018 | |
| 6 | EXC |
Exelon Corp
|
2,172 | $101,258 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
1,165 | $83,437 | |
| 8 | HE |
Hawaiian Electric Industries Inc
|
6,000 | $81,180 |
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,576 | 70 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,044 | 69 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,994 | 78 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,662 | 77 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||