Plante Moran Financial Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1424717
SOUTHFIELD, MI
Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$235,450
-$211,270 QoQ
Shares Held
1,721
-49.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,527
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $3,946,455 across 23 Utilities - Regulated Electric names. AEP ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,882 | $1,810,460 | |
| 2 | CMS |
Cms Energy Corp
|
7,156 | $547,434 | |
| 3 | NEE |
Nextera Energy Inc
|
4,895 | $429,634 | |
| 4 | SO |
Southern Co
|
3,672 | $351,447 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
1,721 | $235,450 | |
| 6 | EXC |
Exelon Corp
|
3,842 | $179,114 | |
| 7 | IDA |
Idacorp Inc
|
983 | $148,727 | |
| 8 | DUK |
Duke Energy CORP
|
411 | $52,024 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,450 | 1,721 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $446,720 | 3,408 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $376,141 | 3,262 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $368,100 | 3,272 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,128 | 300 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $68,293 | 625 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $50,265 | 545 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $66,177 | 645 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $47,291 | 539 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $46,407 | 539 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $43,777 | 539 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $40,543 | 539 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $45,383 | 539 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $49,043 | 539 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $55,735 | 587 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $50,313 | 582 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $67,733 | 706 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $53,776 | 539 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $41,282 | 464 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $126,072 | 1,553 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $89,242 | 1,055 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $94,864 | 1,120 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $92,429 | 1,110 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $57,211 | 700 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $55,748 | 700 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $55,986 | 700 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||