Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$305,770
+$38,498 QoQ
Shares Held
2,235
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,368
of 1,972 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026XXI WEALTH, LLC holds $1,807,543 across 4 Utilities - Regulated Electric names. AEP ranks #3 (16.9% of the industry book) .
All Filings in AEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,770 | 2,235 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $267,272 | 2,039 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $316,987 | 2,749 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||