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Equibles

DIVERSIFY WEALTH MANAGEMENT, LLC

Position in AEP — American Electric Power Co Inc

CIK 2030780 SANDY, UT
Back to AEP Full portfolio

Position in AEP

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$1,465,508
+$692,399 QoQ
Shares Held
10,712
+81.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#728
of 1,983 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, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $20,542,510 across 15 Utilities - Regulated Electric names. AEP ranks #4 (7.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 96,075 $8,432,502
2 KEP
Korea Electric Power Corp
 156,660 $1,895,586
3 DUK
Duke Energy CORP
 14,305 $1,810,726
4 AEP
American Electric Power Co Inc
This page 		10,712 $1,465,508
5 D
Dominion Energy, Inc
 21,346 $1,457,718
6 SO
Southern Co
 14,219 $1,360,900
7 PCG
PG&E Corp
 56,945 $957,814
8 WEC
Wec Energy Group, Inc.
 4,978 $581,281

All Filings in AEP

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,465,508 10,712
2026-03-31 $773,109 5,898
2025-12-31 $268,095 2,325
2025-09-30 $226,687 2,015
2025-06-30 $228,375 2,201
2025-03-31 $255,254 2,336
2024-12-31 $218,031 2,364
2024-09-30 $222,847 2,172
2024-06-30 $197,678 2,253