Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,368,698
+$311,501 QoQ
Shares Held
39,242
+1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#424
of 1,968 holders
Holding Since
Mar 2020
26 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, 2026J.W. COLE ADVISORS, INC. holds $74,083,348 across 26 Utilities - Regulated Electric names. AEP ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
156,107 | $13,701,511 | |
| 2 | DUK |
Duke Energy CORP
|
85,648 | $10,841,323 | |
| 3 | SO |
Southern Co
|
78,168 | $7,481,459 | |
| 4 | ETR |
Entergy Corp /De/
|
48,933 | $5,620,444 | |
| 5 | AEP |
American Electric Power Co Inc
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|
39,242 | $5,368,698 | |
| 6 | LNT |
Alliant Energy Corp
|
48,792 | $3,722,341 | |
| 7 | DTE |
Dte Energy Co
|
20,279 | $3,089,911 | |
| 8 | ED |
Consolidated Edison Inc
|
23,405 | $2,589,295 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,368,698 | 39,242 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,057,197 | 38,581 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,451,657 | 38,606 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,687,987 | 41,671 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,216,702 | 40,639 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,885,204 | 35,556 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,649,533 | 17,885 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,839,515 | 17,929 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,478,419 | 16,850 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,404,893 | 16,317 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,231,213 | 15,159 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,154,777 | 15,352 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,220,479 | 14,495 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,404,794 | 15,439 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,287,237 | 13,557 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,250,499 | 14,465 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,489,084 | 15,521 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,510,018 | 15,135 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $1,399,231 | 15,727 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,292,629 | 15,923 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,152,707 | 13,627 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,190,882 | 14,060 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,126,060 | 13,523 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,461,741 | 17,885 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,191,653 | 14,963 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $274,011 | 3,426 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||