WHALEROCK POINT PARTNERS, LLC

Position in AEP — American Electric Power Co Inc

CIK 1389709 West Palm Beach, FL

Position in AEP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,731,082

+$156,269 QoQ

Shares Held

27,272

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#502

of 1,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

WHALEROCK POINT PARTNERS, LLC holds $9,661,562 across 4 Utilities - Regulated Electric names. AEP ranks #2 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	45,054	$3,954,389
2	AEP	American Electric Power Co Inc This page	27,272	$3,731,082
3	DUK	Duke Energy CORP	10,362	$1,311,621
4	PNW	Pinnacle West Capital Corp	6,210	$664,470

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,731,082	27,272	0.0%	Shares	Sole	2026-08-13
2026-03-31	$3,574,813	27,272	-0.8%	Shares	Sole	2026-05-15
2025-12-31	$3,171,255	27,502	-0.0%	Shares	Sole	2026-02-13
2025-09-30	$3,094,987	27,511	+3.1%	Shares	Sole	2025-11-12
2025-06-30	$2,769,458	26,691	0.0%	Shares	Sole	2025-08-13
2025-03-31	$2,916,525	26,691	0.0%	Shares	Sole	2025-05-15
2024-12-31	$2,461,710	26,691	-0.6%	Shares	Sole	2025-02-14
2024-09-30	$2,755,425	26,856	0.0%	Shares	Sole	2024-11-13
2024-06-30	$2,356,345	26,856	0.0%	Shares	Sole	2024-08-13
2024-03-31	$2,312,301	26,856	-1.0%	Shares	Sole	2024-05-15
2023-12-31	$2,204,229	27,139	0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,041,395	27,139	0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,285,103	27,139	+0.2%	Shares	Sole	2023-08-14
2023-03-31	$2,463,736	27,077	0.0%	Shares	Sole	2023-05-10
2022-12-31	$2,570,961	27,077	+1.1%	Shares	Sole	2023-02-14
2022-09-30	$2,316,341	26,794	0.0%	Shares	Sole	2022-11-16
2022-06-30	$2,570,616	26,794	0.0%	Shares	Sole	2022-08-12
2022-03-31	$2,673,237	26,794	0.0%	Shares	Sole	2022-05-16
2021-12-31	$2,383,862	26,794	0.0%	Shares	Sole	2022-02-15
2021-09-30	$2,175,136	26,794	0.0%	Shares	Sole	2021-11-12
2021-06-30	$2,266,504	26,794	0.0%	Shares	Sole	2021-08-10
2021-03-31	$2,269,451	26,794	0.0%	Shares	Sole	2021-05-13
2020-12-31	$2,231,136	26,794	+1123.5%	Shares	Sole	2021-02-12
2020-09-30	$178,988	2,190	-91.8%	Shares	Sole	2020-11-13
2020-06-30	$2,133,874	26,794	0.0%	Shares	Sole	2020-08-11
2020-03-31	$2,142,984	26,794	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.