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JEPPSON WEALTH MANAGEMENT, LLC → AEP
JEPPSON WEALTH MANAGEMENT, LLC AEP Position History
American Electric Power Company, Inc. • Utilities
Quarters held
4
Latest value
$4.2M
Q3 2026
Peak value
$4.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.1M |
| Q1 2026 | $4.6M |
| Q2 2026 | $4.7M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 35.3K | — | — |
| Q2 2026 | $4.7M | 34.7K | — | — |
| Q1 2026 | $4.6M | 34.9K | — | — |
| Q4 2025 | $4.1M | 35.8K | — | — |
Other funds holding AEP
$5.4B
$5.4B
$5.2B
$5.2B
$4.2B
$4.2B
$3.5B