Holos Integrated Wealth LLC
Position in AEP — American Electric Power Co Inc
CIK 2080096
KENNETT SQUARE, PA
Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,681
+$573 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,867
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, 2026Holos Integrated Wealth LLC holds $705,489 across 12 Utilities - Regulated Electric names. AEP ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,503 | $335,272 | |
| 2 | DUK |
Duke Energy CORP
|
1,188 | $150,377 | |
| 3 | ES |
Eversource Energy
|
1,249 | $90,265 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
370 | $30,029 | |
| 5 | ETR |
Entergy Corp /De/
|
200 | $22,972 | |
| 6 | ED |
Consolidated Edison Inc
|
200 | $22,126 | |
| 7 | EXC |
Exelon Corp
|
396 | $18,461 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
100 | $13,681 |
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,681 | 100 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,108 | 100 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $11,531 | 100 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $11,250 | 100 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $10,376 | 100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,927 | 100 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $55,338 | 600 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||