MONETA GROUP INVESTMENT ADVISORS LLC
Position in AEP — American Electric Power Co Inc
CIK 1120927
ST LOUIS, MO
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$620,843
+$50,383 QoQ
Shares Held
4,538
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,014
of 1,968 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $32,343,748 across 16 Utilities - Regulated Electric names. AEP ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
153,160 | $17,313,206 | |
| 2 | EVRG |
Evergy, Inc.
|
45,710 | $3,950,715 | |
| 3 | NEE |
Nextera Energy Inc
|
41,739 | $3,663,432 | |
| 4 | CNP |
Centerpoint Energy Inc
|
33,033 | $1,454,773 | |
| 5 | DUK |
Duke Energy CORP
|
10,291 | $1,302,634 | |
| 6 | SO |
Southern Co
|
8,353 | $799,465 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,547 | $647,723 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
4,538 | $620,843 |
All Filings in AEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,843 | 4,538 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $570,460 | 4,352 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $458,011 | 3,972 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $417,375 | 3,710 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $412,549 | 3,976 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $355,783 | 3,256 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $263,962 | 2,862 | Shares | Sole | 2025-02-11 | |
| 2023-09-30 | $245,818 | 3,268 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $244,937 | 2,909 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $270,604 | 2,974 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $218,005 | 2,296 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $243,961 | 2,822 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $307,008 | 3,200 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $287,038 | 2,877 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $296,981 | 3,338 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $239,968 | 2,956 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $221,964 | 2,624 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||