OXFORD FINANCIAL GROUP, LTD. LLC
Position in AEP — American Electric Power Co Inc
CIK 1245862
INDIANAPOLIS, IN
Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,208,442
+$71,979 QoQ
Shares Held
8,833
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#780
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, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $4,450,455 across 6 Utilities - Regulated Electric names. AEP ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,496 | $1,447,853 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
8,833 | $1,208,442 | |
| 3 | AEE |
Ameren Corp
|
6,769 | $765,167 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
5,413 | $439,319 | |
| 5 | DUK |
Duke Energy CORP
|
2,835 | $358,854 | |
| 6 | D |
Dominion Energy, Inc
|
3,380 | $230,820 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,208,442 | 8,833 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,136,463 | 8,670 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,006,195 | 8,726 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $974,362 | 8,661 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $898,457 | 8,659 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $957,095 | 8,759 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $888,543 | 9,634 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $990,705 | 9,656 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $879,067 | 10,019 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $815,108 | 9,467 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $760,219 | 9,360 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $703,457 | 9,352 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $790,974 | 9,394 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $793,978 | 8,726 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $826,634 | 8,706 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $732,750 | 8,476 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $817,216 | 8,518 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $845,650 | 8,476 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $754,109 | 8,476 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $688,081 | 8,476 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $716,984 | 8,476 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $715,545 | 8,448 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $703,464 | 8,448 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $690,455 | 8,448 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $672,798 | 8,448 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $675,671 | 8,448 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||