UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in AEP — American Electric Power Co Inc
CIK 1463217
IRVING, TX
Position in AEP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,416,556
+$76,769 QoQ
Shares Held
24,973
-2.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#519
of 1,968 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. AEP ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
This page
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,416,556 | 24,973 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $3,339,787 | 25,479 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,729,964 | 23,675 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,416,275 | 21,478 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,172,734 | 20,940 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,094,159 | 19,165 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,723,594 | 18,688 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,960,788 | 19,111 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,637,052 | 18,658 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,590,611 | 18,474 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,510,854 | 18,602 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $743,624 | 9,886 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,680,379 | 19,957 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,966,657 | 21,614 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $2,494,621 | 26,273 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,053,533 | 23,754 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,499,332 | 26,051 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,590,328 | 25,963 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,581,464 | 29,015 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,544,668 | 31,346 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,352,831 | 181,497 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $14,828,767 | 175,074 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $13,523,214 | 162,402 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $13,414,426 | 164,131 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $12,954,560 | 162,664 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $12,122,248 | 151,566 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||