PURSUIT WEALTH STRATEGIES, LLC
Position in AEP — American Electric Power Co Inc
CIK 2116904
RALEIGH, NC
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$305,223
+$73,867 QoQ
Shares Held
2,231
+26.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,365
of 1,965 holders
Holding Since
Dec 2025
3 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, 2026PURSUIT WEALTH STRATEGIES, LLC holds $3,766,148 across 5 Utilities - Regulated Electric names. AEP ranks #3 (8.1% of the industry book) .
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,223 | 2,231 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $231,356 | 1,765 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $204,444 | 1,773 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||