Position in AEP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$565,348
+$229,796 QoQ
Shares Held
4,313
+48.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Gibbs Wealth Management holds $5,016,845 across 6 Utilities - Regulated Electric names. AEP ranks #4 (11.3% of the industry book) .
All Filings in AEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $565,348 | 4,313 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $335,552 | 2,910 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $354,262 | 3,149 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $352,368 | 3,396 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $359,170 | 3,287 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $254,001 | 2,754 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $265,323 | 2,586 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||