Avantax Planning Partners, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1005441
DUBUQUE, IA
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$551,481
+$23,098 QoQ
Shares Held
4,031
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,068
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026Avantax Planning Partners, Inc. holds $10,133,480 across 9 Utilities - Regulated Electric names. AEP ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,431 | $3,199,681 | |
| 2 | LNT |
Alliant Energy Corp
|
28,389 | $2,165,796 | |
| 3 | NEE |
Nextera Energy Inc
|
18,988 | $1,666,576 | |
| 4 | DUK |
Duke Energy CORP
|
6,521 | $825,428 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,667 | $661,735 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
4,031 | $551,481 | |
| 7 | ED |
Consolidated Edison Inc
|
4,890 | $540,980 | |
| 8 | XEL |
Xcel Energy Inc
|
3,276 | $263,062 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,481 | 4,031 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $528,383 | 4,031 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $449,363 | 3,897 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $340,875 | 3,030 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $314,185 | 3,028 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $246,513 | 2,256 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $208,070 | 2,256 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $231,465 | 2,256 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $335,956 | 3,829 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $400,709 | 4,654 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $445,897 | 5,490 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $353,458 | 4,699 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $388,077 | 4,609 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $413,094 | 4,540 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $460,697 | 4,852 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $395,249 | 4,572 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $456,194 | 4,755 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $400,676 | 4,016 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $384,706 | 4,324 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $352,970 | 4,348 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $410,684 | 4,855 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $410,710 | 4,849 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $431,588 | 5,183 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $534,677 | 6,542 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $440,568 | 5,532 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $445,248 | 5,567 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||