Creative Planning

Position in AEP — American Electric Power Co Inc

CIK 1540235 OVERLAND PARK, KS

Position in AEP

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$52,431,344

+$11,199,487 QoQ

Shares Held

399,995

+11.9% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.5662570782134777.ToString("F0")% Shared 0.ToString("F0")% None 99.43374292178653.ToString("F0")%

Utilities · as of Mar 31, 2026

Creative Planning holds $679,963,982 across 37 Utilities - Regulated Electric names. AEP ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,047,897	$97,328,672
2	DUK	Duke Energy CORP	443,982	$58,135,002
3	SO	Southern Co	589,557	$56,904,041
4	AEP	American Electric Power Co Inc This page	399,995	$52,431,344
5	XEL	Xcel Energy Inc	441,228	$35,051,152
6	ED	Consolidated Edison Inc	272,746	$30,869,391
7	EVRG	Evergy, Inc.	375,646	$30,772,919
8	D	Dominion Energy, Inc	448,328	$27,715,636

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$52,431,344	399,995	+11.9%	Shares	Defined	2026-05-12
2025-12-31	$41,231,857	357,574	+7.4%	Shares	Defined	2026-02-17
2025-09-30	$37,450,575	332,894	+10.1%	Shares	Defined	2025-11-14
2025-06-30	$31,384,805	302,475	+1.5%	Shares	Sole	2025-08-08
2025-03-31	$32,566,939	298,041	+3.9%	Shares	Sole	2025-05-15
2024-12-31	$26,443,908	286,717	+3.3%	Shares	Defined	2025-02-14
2024-09-30	$28,485,966	277,641	+0.0%	Shares	Defined	2024-10-11
2024-06-30	$24,355,301	277,585	+0.4%	Shares	Defined	2024-08-15
2024-03-31	$23,795,628	276,372	+2.4%	Shares	Defined	2024-05-13
2023-12-31	$21,921,114	269,898	-21.1%	Shares	Defined	2024-02-14
2023-09-30	$25,733,514	342,110	+75.1%	Shares	Defined	2023-11-16
2023-06-30	$16,446,954	195,332	-0.2%	Shares	Sole	2023-07-21
2023-03-31	$17,812,747	195,766	-1.7%	Shares	Sole	2023-05-15
2022-12-31	$18,908,817	199,145	+8.3%	Shares	Sole	2023-02-10
2022-09-30	$15,894,351	183,856	-3.9%	Shares	Sole	2022-11-03
2022-06-30	$18,364,067	191,412	+3.8%	Shares	Sole	2022-08-15
2022-03-31	$18,398,585	184,410	+91.7%	Shares	Sole	2022-05-16
2021-12-31	$8,557,312	96,182	-0.6%	Shares	Sole	2022-02-11
2021-09-30	$7,858,467	96,803	-1.8%	Shares	Sole	2021-11-10
2021-06-30	$8,342,180	98,619	-3.3%	Shares	Sole	2021-08-04
2021-03-31	$8,639,569	102,002	+15.3%	Shares	Sole	2021-04-30
2020-12-31	$7,369,228	88,498	-4.9%	Shares	Sole	2021-01-29
2020-09-30	$7,604,322	93,042	+3.1%	Shares	Sole	2020-11-05
2020-06-30	$7,189,262	90,272	+0.3%	Shares	Sole	2020-07-23
2020-03-31	$7,197,880	89,996	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.