Valmark Advisers, Inc.

Position in AEP — American Electric Power Co Inc

CIK 1380443 AKRON, OH

Position in AEP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$603,879

+$238,297 QoQ

Shares Held

4,414

+58.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,028

of 1,968 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Valmark Advisers, Inc. holds $10,882,960 across 10 Utilities - Regulated Electric names. AEP ranks #6 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	36,179	$3,175,430
2	D	Dominion Energy, Inc	22,694	$1,549,773
3	SO	Southern Co	14,645	$1,401,672
4	DUK	Duke Energy CORP	10,535	$1,333,520
5	WEC	Wec Energy Group, Inc.	10,868	$1,269,056
6	AEP	American Electric Power Co Inc This page	4,414	$603,879
7	ES	Eversource Energy	8,291	$599,190
8	MGEE	Mge Energy Inc	4,546	$370,680

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$603,879	4,414	+58.3%	Shares	Sole	2026-08-06
2026-03-31	$365,582	2,789	+41.1%	Shares	Sole	2026-05-01
2025-12-31	$227,967	1,977	-19.8%	Shares	Sole	2026-01-26
2023-03-31	$224,381	2,466	+3.5%	Shares	Sole	2023-05-02
2022-12-31	$226,265	2,383	+2.3%	Shares	Sole	2023-02-07
2022-09-30	$201,428	2,330	+1.5%	Shares	Sole	2022-11-03
2022-06-30	$220,182	2,295	-5.5%	Shares	Sole	2022-08-01
2022-03-31	$242,341	2,429	-69.7%	Shares	Sole	2022-05-10
2021-06-30	$678,158	8,017	+17.1%	Shares	Sole	2021-08-06
2021-03-31	$580,110	6,849	+2.4%	Shares	Sole	2021-05-04
2020-12-31	$557,159	6,691	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.