BALDWIN WEALTH PARTNERS LLC/MA

Position in AEP — American Electric Power Co Inc

CIK 1021258 Marion, MA

Position in AEP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$588,967

+$24,668 QoQ

Shares Held

4,305

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,041

of 1,972 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BALDWIN WEALTH PARTNERS LLC/MA holds $23,550,586 across 3 Utilities - Regulated Electric names. AEP ranks #3 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	253,797	$22,275,762
2	SO	Southern Co	7,166	$685,857
3	AEP	American Electric Power Co Inc This page	4,305	$588,967

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$588,967	4,305	0.0%	Shares	Sole	2026-07-14
2026-03-31	$564,299	4,305	+2360.0%	Shares	Sole	2026-04-14
2024-09-30	$17,955	175	+35.7%	Shares	Sole	2024-10-16
2024-06-30	$11,318	129	0.0%	Shares	Sole	2024-07-12
2024-03-31	$11,106	129	0.0%	Shares	Sole	2024-04-12
2023-12-31	$10,477	129	-66.0%	Shares	Sole	2024-01-08
2023-09-30	$28,508	379	0.0%	Shares	Sole	2023-10-10
2023-06-30	$31,911	379	0.0%	Shares	Sole	2023-07-14
2023-03-31	$34,485	379	0.0%	Shares	Sole	2023-04-21
2022-12-31	$35,986	379	+193.8%	Shares	Sole	2023-01-27
2022-09-30	$11,152	129	0.0%	Shares	Sole	2022-10-14
2022-06-30	$12,376	129	0.0%	Shares	Sole	2022-07-18
2022-03-31	$12,870	129	0.0%	Shares	Sole	2022-04-13
2021-12-31	$11,477	129	0.0%	Shares	Sole	2022-01-14
2021-09-30	$10,472	129	0.0%	Shares	Sole	2021-10-27
2021-06-30	$10,912	129	0.0%	Shares	Sole	2021-07-30
2021-03-31	$10,926	129	0.0%	Shares	Sole	2021-04-08
2020-12-31	$10,741	129	0.0%	Shares	Sole	2021-01-12
2020-09-30	$10,543	129	0.0%	Shares	Sole	2020-10-16
2020-06-30	$10,273	129	0.0%	Shares	Sole	2020-07-21
2020-03-31	$10,317	129	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.