EVERMAY WEALTH MANAGEMENT LLC

Position in AEP — American Electric Power Co Inc

CIK 1066816 ARLINGTON, VA

Position in AEP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$100,828

+$47,086 QoQ

Shares Held

737

+79.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,696

of 1,968 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $4,788,453 across 18 Utilities - Regulated Electric names. AEP ranks #6 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	25,859	$2,269,644
2	DUK	Duke Energy CORP	8,766	$1,109,600
3	D	Dominion Energy, Inc	7,153	$488,478
4	CNP	Centerpoint Energy Inc	5,639	$248,341
5	WEC	Wec Energy Group, Inc.	1,128	$131,716
6	AEP	American Electric Power Co Inc This page	737	$100,828
7	PCG	PG&E Corp	5,170	$86,959
8	ED	Consolidated Edison Inc	581	$64,276

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,828	737	+79.8%	Shares	Sole	2026-07-27
2026-03-31	$53,742	410	0.0%	Shares	Sole	2026-05-12
2025-12-31	$47,277	410	0.0%	Shares	Sole	2026-01-22
2025-09-30	$46,125	410	0.0%	Shares	Sole	2025-11-05
2025-06-30	$42,541	410	0.0%	Shares	Sole	2025-07-30
2025-03-31	$44,800	410	+141.2%	Shares	Sole	2025-05-07
2024-12-31	$15,679	170	-70.9%	Shares	Sole	2025-01-24
2024-09-30	$59,918	584	-37.5%	Shares	Sole	2024-10-25
2024-06-30	$82,036	935	0.0%	Shares	Sole	2024-08-01
2024-03-31	$80,503	935	+4821.1%	Shares	Sole	2024-05-14
2023-12-31	$1,543	19	+280.0%	Shares	Sole	2024-02-12
2022-03-31	$498	5	-99.6%	Shares	Sole	2022-05-16
2021-09-30	$95,386	1,175	0.0%	Shares	Sole	2021-11-12
2021-06-30	$99,393	1,175	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.