NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in AEP — American Electric Power Co Inc
CIK 1109767
CEDAR RAPIDS, IA
Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,113,466
+$258,273 QoQ
Shares Held
30,067
+2.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#477
of 1,968 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $17,568,328 across 11 Utilities - Regulated Electric names. AEP ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
50,755 | $4,454,766 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
30,067 | $4,113,466 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
32,552 | $3,483,064 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
14,585 | $1,703,090 | |
| 5 | SO |
Southern Co
|
13,080 | $1,251,886 | |
| 6 | DUK |
Duke Energy CORP
|
6,478 | $819,985 | |
| 7 | D |
Dominion Energy, Inc
|
8,396 | $573,362 | |
| 8 | LNT |
Alliant Energy Corp
|
5,881 | $448,661 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,113,466 | 30,067 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,855,193 | 29,411 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,847,349 | 24,693 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,186,325 | 19,434 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,967,082 | 18,958 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $568,313 | 5,201 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $587,781 | 6,373 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $749,493 | 7,305 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $583,997 | 6,656 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $541,913 | 6,294 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $536,620 | 6,607 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $529,172 | 7,035 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $579,296 | 6,880 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $603,445 | 6,632 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $536,657 | 5,652 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $301,796 | 3,491 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $368,121 | 3,837 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $388,604 | 3,895 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $332,480 | 3,737 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $301,989 | 3,720 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $279,992 | 3,310 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $265,619 | 3,136 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $277,871 | 3,337 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $270,934 | 3,315 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $253,892 | 3,188 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $254,496 | 3,182 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||