MAINSTAY CAPITAL MANAGEMENT LLC /ADV

Position in AEP — American Electric Power Co Inc

CIK 1127612 GRAND BLANC, MI

Position in AEP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,845,977

+$93,962 QoQ

Shares Held

13,493

+1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#662

of 1,972 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MAINSTAY CAPITAL MANAGEMENT LLC /ADV holds $6,708,949 across 4 Utilities - Regulated Electric names. AEP ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	42,960	$4,111,701
2	AEP	American Electric Power Co Inc This page	13,493	$1,845,977
3	D	Dominion Energy, Inc	7,959	$543,520
4	NEE	Nextera Energy Inc	2,367	$207,751

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,845,977	13,493	+1.0%	Shares	Sole	2026-08-12
2026-03-31	$1,752,015	13,366	-4.6%	Shares	Sole	2026-05-12
2025-12-31	$1,614,801	14,004	-9.5%	Shares	Sole	2026-01-27
2025-09-30	$1,740,600	15,472	-50.6%	Shares	Sole	2025-12-10
2025-06-30	$3,251,630	31,338	+103.7%	Shares	Sole	2025-07-24
2025-03-31	$1,681,009	15,384	-1.3%	Shares	Sole	2025-05-05
2024-12-31	$1,437,589	15,587	+2.1%	Shares	Sole	2025-02-04
2024-09-30	$1,566,086	15,264	+0.8%	Shares	Sole	2024-10-23
2024-06-30	$1,328,383	15,140	+4.4%	Shares	Sole	2024-07-30
2024-03-31	$1,248,966	14,506	-2.1%	Shares	Sole	2024-04-30
2023-12-31	$1,203,924	14,823	+24.9%	Shares	Sole	2024-01-25
2023-09-30	$893,011	11,872	-25.5%	Shares	Sole	2023-10-26
2023-06-30	$1,340,885	15,925	-2.4%	Shares	Sole	2023-07-25
2023-03-31	$1,484,501	16,315	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.