Freestone Capital Holdings, LLC

Position in AEP — American Electric Power Co Inc

CIK 1470876 Seattle, WA

Position in AEP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,012,120

+$623,730 QoQ

Shares Held

7,398

+149.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#835

of 1,968 holders

Holding Since

Sep 2020

6 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Utilities · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $25,447,152 across 5 Utilities - Regulated Electric names. AEP ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	132,546	$11,633,562
2	SO	Southern Co	119,696	$11,456,104
3	AEP	American Electric Power Co Inc This page	7,398	$1,012,120
4	DUK	Duke Energy CORP	5,396	$683,025
5	ED	Consolidated Edison Inc	5,987	$662,341

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,012,120	7,398	+149.7%	Shares	Defined	2026-07-31
2026-03-31	$388,390	2,963	+43.4%	Shares	Defined	2026-05-13
2025-12-31	$238,230	2,066	-20.9%	Shares	Defined	2026-01-23
2025-09-30	$293,737	2,611	+19984.6%	Shares	Defined	2025-11-12
2020-12-31	$1,082	13	0.0%	Shares	Defined	2021-02-16
2020-09-30	$1,062	13	—	Shares	Defined	2020-11-06
No filing history on record for this holder in this stock.