Forvis Mazars Wealth Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1352864
Springfield, MO
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$530,959
+$171,538 QoQ
Shares Held
3,881
+41.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,087
of 1,972 holders
Holding Since
Sep 2024
8 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, 2026Forvis Mazars Wealth Advisors, LLC holds $17,960,934 across 14 Utilities - Regulated Electric names. AEP ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
47,273 | $3,836,676 | |
| 2 | DTE |
Dte Energy Co
|
18,929 | $2,884,211 | |
| 3 | DUK |
Duke Energy CORP
|
18,716 | $2,369,071 | |
| 4 | NEE |
Nextera Energy Inc
|
20,669 | $1,814,118 | |
| 5 | XEL |
Xcel Energy Inc
|
15,717 | $1,262,075 | |
| 6 | ED |
Consolidated Edison Inc
|
10,794 | $1,194,140 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,939 | $1,043,807 | |
| 8 | EVRG |
Evergy, Inc.
|
8,200 | $708,726 |
All Filings in AEP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,959 | 3,881 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $359,421 | 2,742 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $288,505 | 2,502 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $269,550 | 2,396 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $250,476 | 2,414 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $265,416 | 2,429 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $213,789 | 2,318 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $233,620 | 2,277 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||