Barnes Wealth Management Group, Inc
Position in AEP — American Electric Power Co Inc
CIK 2066194
Bakersfield, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$275,672
+$7,352 QoQ
Shares Held
2,015
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,431
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026Barnes Wealth Management Group, Inc holds $1,351,178 across 5 Utilities - Regulated Electric names. AEP ranks #2 (20.4% of the industry book) .
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,672 | 2,015 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $268,320 | 2,047 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $233,041 | 2,021 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $226,125 | 2,010 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||