LPL Financial LLC

Position in AEP — American Electric Power Co Inc

CIK 1403438 FORT MILL, SC

Position in AEP

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$142,713,874

-$4,020,176 QoQ

Shares Held

1,088,754

-14.4% QoQ

Ownership

0.200%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 10.397481892144599.ToString("F0")% Shared 0.ToString("F0")% None 89.6025181078554.ToString("F0")%

Utilities · as of Mar 31, 2026

LPL Financial LLC holds $2,352,045,334 across 38 Utilities - Regulated Electric names. AEP ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,083,216	$379,249,102
2	DUK	Duke Energy CORP	2,481,110	$324,876,543
3	SO	Southern Co	3,070,673	$296,381,357
4	AEP	American Electric Power Co Inc This page	1,088,754	$142,713,874
5	WEC	Wec Energy Group, Inc.	1,198,459	$138,745,598
6	XEL	Xcel Energy Inc	1,666,224	$132,364,834
7	ED	Consolidated Edison Inc	849,865	$96,187,720
8	PEG	Public Service Enterprise Group Inc	1,176,951	$95,274,183

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$142,713,874	1,088,754	-14.4%	Shares	Sole	2026-05-06
2025-12-31	$146,734,050	1,272,518	-4.8%	Shares	Sole	2026-02-11
2025-09-30	$150,428,925	1,337,146	+6.2%	Shares	Sole	2025-11-12
2025-06-30	$130,666,109	1,259,311	+8.3%	Shares	Sole	2025-08-12
2025-03-31	$127,105,923	1,163,228	+17.7%	Shares	Sole	2025-05-07
2024-12-31	$91,112,633	987,885	+12.9%	Shares	Sole	2025-02-11
2024-09-30	$89,783,002	875,078	-1.1%	Shares	Sole	2024-11-08
2024-06-30	$77,617,260	884,628	+5.0%	Shares	Sole	2024-08-07
2024-03-31	$72,560,688	842,749	-2.6%	Shares	Sole	2024-05-10
2023-12-31	$70,271,544	865,200	-8.0%	Shares	Sole	2024-02-14
2023-09-30	$70,750,427	940,580	+4.8%	Shares	Sole	2023-11-13
2023-06-30	$75,582,298	897,652	+11.2%	Shares	Sole	2023-07-31
2023-03-31	$73,424,744	806,954	+35.4%	Shares	Sole	2023-05-10
2022-12-31	$56,592,288	596,022	+14.2%	Shares	Sole	2023-02-07
2022-09-30	$45,135,285	522,097	+4.8%	Shares	Sole	2022-11-14
2022-06-30	$47,780,710	498,027	-10.3%	Shares	Sole	2022-08-12
2022-03-31	$55,414,353	555,421	+18.0%	Shares	Sole	2022-05-16
2021-12-31	$41,864,388	470,545	+8.3%	Shares	Sole	2022-02-14
2021-09-30	$35,283,669	434,635	+10.7%	Shares	Sole	2021-11-15
2021-06-30	$33,214,432	392,652	+27.0%	Shares	Sole	2021-08-13
2021-03-31	$26,184,920	309,149	+15.8%	Shares	Sole	2021-05-14
2020-12-31	$22,225,678	266,911	+25.7%	Shares	Sole	2021-02-12
2020-09-30	$17,360,514	212,413	+11.8%	Shares	Sole	2020-11-09
2020-06-30	$15,130,166	189,982	+23.5%	Shares	Sole	2020-08-13
2020-03-31	$12,302,043	153,814	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.