AFFINITY INVESTMENT ADVISORS, LLC

Position in AEP — American Electric Power Co Inc

CIK 1520601 NEWPORT BEACH, CA

Position in AEP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$680,082

+$67,808 QoQ

Shares Held

4,971

+6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#978

of 1,972 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $4,574,263 across 6 Utilities - Regulated Electric names. AEP ranks #4 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	30,235	$1,409,555
2	PPL	PPL Corp	29,754	$1,081,557
3	ED	Consolidated Edison Inc	6,960	$769,984
4	AEP	American Electric Power Co Inc This page	4,971	$680,082
5	EIX	Edison International	5,188	$386,246
6	DTE	Dte Energy Co	1,620	$246,839

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$680,082	4,971	+6.4%	Shares	Sole	2026-08-05
2026-03-31	$612,274	4,671	+8.6%	Shares	Sole	2026-05-14
2025-12-31	$495,948	4,301	+80.7%	Shares	Sole	2026-02-12
2025-09-30	$267,750	2,380	-9.5%	Shares	Sole	2025-11-10
2025-06-30	$272,992	2,631	0.0%	Shares	Sole	2025-08-14
2025-03-31	$287,489	2,631	-66.9%	Shares	Sole	2025-05-13
2024-12-31	$732,213	7,939	-20.4%	Shares	Sole	2025-02-11
2024-09-30	$1,022,819	9,969	0.0%	Shares	Sole	2024-10-28
2024-06-30	$874,680	9,969	0.0%	Shares	Sole	2024-08-13
2024-03-31	$858,330	9,969	0.0%	Shares	Sole	2024-05-03
2023-12-31	$809,682	9,969	0.0%	Shares	Sole	2024-02-09
2023-09-30	$749,868	9,969	0.0%	Shares	Sole	2023-10-26
2023-06-30	$839,389	9,969	0.0%	Shares	Sole	2023-08-10
2023-03-31	$907,079	9,969	-37.6%	Shares	Sole	2023-05-05
2022-12-31	$1,516,826	15,975	0.0%	Shares	Sole	2023-02-08
2022-09-30	$1,381,038	15,975	-3.1%	Shares	Sole	2022-11-08
2022-06-30	$1,581,570	16,485	+3.4%	Shares	Sole	2022-07-27
2022-03-31	$1,590,832	15,945	-3.1%	Shares	Sole	2022-05-05
2021-12-31	$1,464,001	16,455	0.0%	Shares	Sole	2022-02-04
2021-09-30	$1,335,816	16,455	0.0%	Shares	Sole	2021-11-08
2021-06-30	$1,391,928	16,455	-39.8%	Shares	Sole	2021-08-09
2021-03-31	$2,316,121	27,345	-0.3%	Shares	Sole	2021-05-13
2020-12-31	$2,284,512	27,435	-2.7%	Shares	Sole	2021-02-12
2020-09-30	$2,303,560	28,185	+24.4%	Shares	Sole	2020-11-13
2020-06-30	$1,805,040	22,665	-26.0%	Shares	Sole	2020-08-13
2020-03-31	$2,450,987	30,645	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.