Flatrock Wealth Partners LLC
Position in AEP — American Electric Power Co Inc
CIK 2130067
NEWPORT BEACH, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$290,584
-$72,900 QoQ
Shares Held
2,124
-23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,399
of 1,972 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, 2026Flatrock Wealth Partners LLC holds $1,778,932 across 5 Utilities - Regulated Electric names. AEP ranks #4 (16.3% 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 | $290,584 | 2,124 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $363,484 | 2,773 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $259,562 | 2,251 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||