Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$212,739
New position
Shares Held
1,555
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,586
of 1,972 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 6%
Shared 0%
None 94%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026QTR Family Wealth, LLC holds $3,764,696 across 8 Utilities - Regulated Electric names. AEP ranks #8 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
11,095 | $826,022 | |
| 2 | PCG |
PG&E Corp
|
47,095 | $792,137 | |
| 3 | ES |
Eversource Energy
|
8,593 | $621,016 | |
| 4 | DTE |
Dte Energy Co
|
2,376 | $362,031 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,366 | $354,344 | |
| 6 | NEE |
Nextera Energy Inc
|
4,005 | $351,518 | |
| 7 | PPL |
PPL Corp
|
6,737 | $244,889 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
1,555 | $212,739 |
All Filings in AEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,739 | 1,555 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||