Essex Financial Services, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1315785
ESSEX, CT
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,045,638
-$31,184 QoQ
Shares Held
7,643
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#830
of 1,972 holders
Holding Since
Sep 2020
24 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, 2026Essex Financial Services, Inc. holds $18,105,192 across 19 Utilities - Regulated Electric names. AEP ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,812 | $3,757,609 | |
| 2 | SO |
Southern Co
|
37,207 | $3,561,081 | |
| 3 | DUK |
Duke Energy CORP
|
15,657 | $1,981,863 | |
| 4 | ES |
Eversource Energy
|
20,910 | $1,511,165 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
7,643 | $1,045,638 | |
| 6 | D |
Dominion Energy, Inc
|
13,750 | $938,987 | |
| 7 | ED |
Consolidated Edison Inc
|
6,151 | $680,485 | |
| 8 | EIX |
Edison International
|
7,521 | $559,938 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045,638 | 7,643 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,076,822 | 8,215 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $938,623 | 8,140 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $833,737 | 7,411 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $815,761 | 7,862 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $736,151 | 6,737 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $581,510 | 6,305 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $627,193 | 6,113 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $614,881 | 7,008 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $340,611 | 3,956 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $243,660 | 3,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $222,500 | 2,958 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $260,935 | 3,099 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $258,866 | 2,845 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $272,601 | 2,871 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $246,814 | 2,855 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $274,676 | 2,863 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $287,237 | 2,879 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $254,721 | 2,863 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $241,185 | 2,971 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $270,265 | 3,195 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $270,616 | 3,195 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $250,975 | 3,014 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $245,680 | 3,006 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||