Commonwealth Financial Services, LLC

Position in AEP — American Electric Power Co Inc

CIK 1536755 VIENNA, WV

Position in AEP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,803,510

+$186,498 QoQ

Shares Held

20,492

+2.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#564

of 1,972 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Commonwealth Financial Services, LLC holds $4,259,684 across 6 Utilities - Regulated Electric names. AEP ranks #1 (65.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	20,492	$2,803,510
2	D	Dominion Energy, Inc	5,311	$362,688
3	NEE	Nextera Energy Inc	3,728	$327,206
4	DUK	Duke Energy CORP	2,087	$264,172
5	FE	Firstenergy Corp	5,426	$257,952
6	SO	Southern Co	2,551	$244,156

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,803,510	20,492	+2.6%	Shares	Sole	2026-07-15
2026-03-31	$2,617,012	19,965	+2.9%	Shares	Sole	2026-05-07
2025-12-31	$2,236,783	19,398	+1.3%	Shares	Sole	2026-02-06
2025-09-30	$2,155,162	19,157	+3.3%	Shares	Sole	2025-10-21
2025-06-30	$1,924,851	18,551	+1.3%	Shares	Sole	2025-07-25
2025-03-31	$2,000,078	18,304	+0.1%	Shares	Sole	2025-05-09
2024-12-31	$1,686,425	18,285	-2.0%	Shares	Sole	2025-01-27
2024-09-30	$1,913,387	18,649	-5.6%	Shares	Sole	2024-10-22
2024-06-30	$1,733,742	19,760	-2.0%	Shares	Sole	2024-08-13
2024-03-31	$1,736,723	20,171	0.0%	Shares	Sole	2024-05-14
2023-12-31	$1,638,288	20,171	-0.5%	Shares	Sole	2024-02-14
2023-09-30	$1,525,085	20,275	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.