FIRST UNITED BANK & TRUST

Bank

Position in AEP — American Electric Power Co Inc

CIK 1214183 OAKLAND, MD

Position in AEP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$109,721

+$10,363 QoQ

Shares Held

802

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,690

of 1,972 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FIRST UNITED BANK & TRUST holds $4,777,015 across 10 Utilities - Regulated Electric names. AEP ranks #7 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	22,904	$2,192,141
2	WEC	Wec Energy Group, Inc.	7,280	$850,084
3	NEE	Nextera Energy Inc	8,415	$738,583
4	DUK	Duke Energy CORP	2,375	$300,626
5	D	Dominion Energy, Inc	4,054	$276,847
6	PPL	PPL Corp	3,043	$110,613
7	AEP	American Electric Power Co Inc This page	802	$109,721
8	EXC	Exelon Corp	2,322	$108,251

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$109,721	802	+5.8%	Shares	Defined	2026-07-20
2026-03-31	$99,358	758	0.0%	Shares	Defined	2026-04-21
2025-12-31	$87,404	758	0.0%	Shares	Defined	2026-01-21
2025-09-30	$85,275	758	0.0%	Shares	Defined	2025-10-27
2025-06-30	$78,649	758	0.0%	Shares	Defined	2025-07-18
2025-03-31	$82,826	758	-1.0%	Shares	Defined	2025-04-15
2024-12-31	$70,648	766	0.0%	Shares	Sole	2025-01-16
2024-09-30	$78,591	766	+17.1%	Shares	Sole	2024-10-15
2024-06-30	$57,381	654	0.0%	Shares	Sole	2024-08-12
2024-03-31	$56,309	654	-7.5%	Shares	Sole	2024-04-29
2023-12-31	$57,422	707	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.