GRIMES & Co WEALTH MANAGEMENT, LLC
Position in AEP — American Electric Power Co Inc
CIK 1321993
WESTBOROUGH, MA
Position in AEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$260,212
+$674 QoQ
Shares Held
1,902
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,469
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $9,363,823 across 11 Utilities - Regulated Electric names. AEP ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,547 | $2,505,570 | |
| 2 | ETR |
Entergy Corp /De/
|
14,108 | $1,620,444 | |
| 3 | DUK |
Duke Energy CORP
|
10,521 | $1,331,747 | |
| 4 | SO |
Southern Co
|
12,995 | $1,243,751 | |
| 5 | D |
Dominion Energy, Inc
|
11,151 | $761,501 | |
| 6 | ED |
Consolidated Edison Inc
|
5,001 | $553,260 | |
| 7 | ES |
Eversource Energy
|
4,123 | $297,968 | |
| 8 | EXC |
Exelon Corp
|
6,341 | $295,617 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,212 | 1,902 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $259,538 | 1,980 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $211,247 | 1,832 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||