Crestwood Advisors Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 1426853
BOSTON, MA
Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,354,008
+$111,763 QoQ
Shares Held
9,897
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#752
of 1,972 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, 2026Crestwood Advisors Group, LLC holds $29,543,018 across 24 Utilities - Regulated Electric names. AEP ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
183,905 | $16,141,341 | |
| 2 | DUK |
Duke Energy CORP
|
11,357 | $1,437,569 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
9,897 | $1,354,008 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
12,415 | $1,007,601 | |
| 5 | ED |
Consolidated Edison Inc
|
8,840 | $977,969 | |
| 6 | ETR |
Entergy Corp /De/
|
8,214 | $943,460 | |
| 7 | SO |
Southern Co
|
8,326 | $796,881 | |
| 8 | EXC |
Exelon Corp
|
16,158 | $753,285 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,354,008 | 9,897 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,242,245 | 9,477 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,067,770 | 9,260 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $970,987 | 8,631 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $858,198 | 8,271 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $922,785 | 8,445 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $730,461 | 7,920 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $737,796 | 7,191 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $612,337 | 6,979 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $679,845 | 7,896 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $614,754 | 7,569 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $598,525 | 7,957 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $653,392 | 7,760 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $702,715 | 7,723 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $800,333 | 8,429 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $732,750 | 8,476 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $807,814 | 8,420 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $842,557 | 8,445 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $779,555 | 8,762 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,275,094 | 15,707 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,283,907 | 15,178 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,307,175 | 15,433 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,263,039 | 15,168 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,211,402 | 14,822 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,180,105 | 14,818 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,200,419 | 15,009 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||