MINDSET WEALTH MANAGEMENT, LLC
Position in AEP — American Electric Power Co Inc
CIK 2044232
INDIANAPOLIS, IN
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$212,465
+$8,898 QoQ
Shares Held
1,553
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,583
of 1,965 holders
Holding Since
Mar 2026
2 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $2,153,074 across 6 Utilities - Regulated Electric names. AEP ranks #6 (9.9% 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 | $212,465 | 1,553 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $203,567 | 1,553 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||