Essential Partners LLC
Position in AEP — American Electric Power Co Inc
CIK 2136442
RANCHO SANTA FE, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$327,659
+$13,723 QoQ
Shares Held
2,395
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,332
of 1,972 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $4,140,102 across 34 Utilities - Regulated Electric names. AEP ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
14,951 | $1,113,101 | |
| 2 | PCG |
PG&E Corp
|
54,607 | $918,489 | |
| 3 | ES |
Eversource Energy
|
5,727 | $413,890 | |
| 4 | DTE |
Dte Energy Co
|
2,585 | $393,876 | |
| 5 | ED |
Consolidated Edison Inc
|
3,029 | $335,098 | |
| 6 | AEP |
American Electric Power Co Inc
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|
2,395 | $327,659 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,982 | $160,859 | |
| 8 | XEL |
Xcel Energy Inc
|
870 | $69,861 |
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,659 | 2,395 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $313,936 | 2,395 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $283,547 | 2,459 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $257,625 | 2,290 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $9,753 | 94 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||