SpringVest Wealth Management LLC
Position in AEP — American Electric Power Co Inc
CIK 2058986
DALLAS, TX
Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$6,797,678
+$206,059 QoQ
Shares Held
49,687
-1.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
17.11%
of 13F equity value
Holder Rank
#384
of 1,972 holders
Holding Since
Dec 2024
7 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, 2026SpringVest Wealth Management LLC holds $7,139,317 across 2 Utilities - Regulated Electric names. AEP ranks #1 (95.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
49,687 | $6,797,678 | |
| 2 | DUK |
Duke Energy CORP
|
2,699 | $341,639 |
All Filings in AEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,797,678 | 49,687 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $6,591,619 | 50,287 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,901,219 | 51,177 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,878,887 | 34,479 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,577,437 | 34,478 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,766,973 | 34,474 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,203,609 | 34,735 | Shares | Sole | 2025-03-10 | |
| No filing history on record for this holder in this stock. | ||||||