Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$775,165
New position
Shares Held
5,666
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#928
of 1,965 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Athena Wealth Management, LLC holds $1,829,546 across 2 Utilities - Regulated Electric names. AEP ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,013 | $1,054,381 | |
| 2 | AEP |
American Electric Power Co Inc
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|
5,666 | $775,165 |
All Filings in AEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,165 | 5,666 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||