Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$415,765
+$84,365 QoQ
Shares Held
3,039
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,211
of 1,968 holders
Holding Since
Dec 2024
6 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, 2026LeClair Wealth Partners LLC holds $1,153,054 across 3 Utilities - Regulated Electric names. AEP ranks #2 (36.1% of the industry book) .
All Filings in AEP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,765 | 3,039 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $331,400 | 2,874 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $323,325 | 2,874 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $298,206 | 2,874 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $314,041 | 2,874 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $265,069 | 2,874 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||