United Asset Strategies, Inc.

Position in AEP — American Electric Power Co Inc

CIK 1539948 GARDEN CITY, NY

Position in AEP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$355,158

+$36,241 QoQ

Shares Held

2,596

+6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,295

of 1,972 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Utilities · as of Jun 30, 2026

United Asset Strategies, Inc. holds $34,393,612 across 9 Utilities - Regulated Electric names. AEP ranks #9 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	111,547	$14,119,619
2	ETR	Entergy Corp /De/	70,014	$8,041,808
3	LNT	Alliant Energy Corp	80,414	$6,134,784
4	FE	Firstenergy Corp	37,710	$1,792,733
5	NEE	Nextera Energy Inc	19,717	$1,730,561
6	ES	Eversource Energy	13,606	$983,305
7	ED	Consolidated Edison Inc	5,884	$650,946
8	D	Dominion Energy, Inc	8,562	$584,698

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,158	2,596	+6.7%	Shares	Sole	2026-07-13
2026-03-31	$318,917	2,433	-0.7%	Shares	Sole	2026-04-29
2025-12-31	$282,394	2,449	-8.8%	Shares	Sole	2026-01-28
2025-09-30	$302,175	2,686	+2.3%	Shares	Sole	2025-10-23
2025-06-30	$272,473	2,626	+2.0%	Shares	Sole	2025-08-08
2025-03-31	$281,370	2,575	-10.2%	Shares	Sole	2025-05-14
2024-12-31	$264,331	2,866	-4.5%	Shares	Sole	2025-01-22
2024-09-30	$308,005	3,002	-10.8%	Shares	Sole	2024-10-28
2024-06-30	$295,157	3,364	-16.7%	Shares	Sole	2024-08-01
2024-03-31	$347,671	4,038	-4.2%	Shares	Sole	2024-04-23
2023-09-30	$316,977	4,214	+3.8%	Shares	Sole	2023-11-07
2023-06-30	$341,852	4,060	-0.3%	Shares	Sole	2023-07-25
2023-03-31	$370,602	4,073	-8.3%	Shares	Sole	2023-07-25
2022-12-31	$421,957	4,444	+23.1%	Shares	Sole	2023-01-26
2022-09-30	$312,170	3,611	+4.2%	Shares	Sole	2022-10-24
2022-06-30	$332,336	3,464	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.