LEGACY SOLUTIONS, LLC
Position in AEP — American Electric Power Co Inc
CIK 2053314
KENNETT SQUARE, PA
Position in AEP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$303,581
+$14,419 QoQ
Shares Held
2,219
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#1,374
of 1,972 holders
Holding Since
Mar 2025
6 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, 2026LEGACY SOLUTIONS, LLC holds $875,981 across 2 Utilities - Regulated Electric names. AEP ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
12,278 | $572,400 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
2,219 | $303,581 |
All Filings in AEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,581 | 2,219 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $289,162 | 2,206 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $253,566 | 2,199 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $238,387 | 2,119 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $223,810 | 2,157 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $214,497 | 1,963 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||