Beirne Wealth Consulting Services, LLC AEP β€” AMERICAN ELEC PWR INC

Ownership history in Beirne Wealth Consulting Services, LLC  Β·  5 quarters on record

AI Ownership Summary

Beirne Wealth Consulting Services, LLC reported AMERICAN ELEC PWR INC (AEP) in 5 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows AEP at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beirne Wealth Consulting Services, LLC's position in AMERICAN ELEC PWR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AEP was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beirne Wealth Consulting Services, LLC held AEP β€” position size vs. price
% of Fund (quarterly)    AEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 2,808 +305 +12.2% 0.08% $316K 2025-11-07 $119.53
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Beirne Wealth Consulting Services, LLC and AEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beirne Wealth Consulting Services, LLC reported owning AEP?

Beirne Wealth Consulting Services, LLC reported AEP across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported AEP position in Beirne Wealth Consulting Services, LLC's portfolio?

The largest reported portfolio weight for AEP was 0.08% in 2025 Q3.

What is the latest reported AEP position on this page?

The most recent filing on this page is 2025 Q3, when Beirne Wealth Consulting Services, LLC reported 2,808 shares, equal to 0.08% of portfolio, with an estimated market value of $316K.

What does the chart on this AEP ownership page compare?

The chart compares Beirne Wealth Consulting Services, LLC's quarterly AEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beirne Wealth Consulting Services, LLC time their AEP position?

Based on 13F filing dates vs. subsequent AEP price moves, Beirne Wealth Consulting Services, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AEP relative to SPY over the holding period was -40.8%.

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