Prospera Financial Services Inc
Position in AEP — American Electric Power Co Inc
CIK 1541625
Dallas, TX
Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,877,469
+$192,811 QoQ
Shares Held
28,342
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#495
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Prospera Financial Services Inc holds $47,494,062 across 21 Utilities - Regulated Electric names. AEP ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
110,062 | $9,660,141 | |
| 2 | DUK |
Duke Energy CORP
|
63,028 | $7,978,084 | |
| 3 | SO |
Southern Co
|
75,197 | $7,197,104 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
28,342 | $3,877,469 | |
| 5 | D |
Dominion Energy, Inc
|
50,810 | $3,469,814 | |
| 6 | EVRG |
Evergy, Inc.
|
33,590 | $2,903,183 | |
| 7 | ETR |
Entergy Corp /De/
|
13,633 | $1,565,886 | |
| 8 | EIX |
Edison International
|
20,633 | $1,536,126 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,877,469 | 28,342 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,684,658 | 28,110 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,849,540 | 24,712 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,769,100 | 42,392 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,753,375 | 26,536 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,971,745 | 36,348 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,942,363 | 21,060 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,840,336 | 17,937 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,373,131 | 15,650 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,543,084 | 17,922 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,254,361 | 15,444 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,160,945 | 15,434 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,031,365 | 12,249 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $686,428 | 7,544 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $646,229 | 6,806 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $484,033 | 5,599 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $568,252 | 5,923 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $610,492 | 6,119 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $515,670 | 5,796 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $436,342 | 5,375 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $439,106 | 5,191 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $443,150 | 5,232 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $453,405 | 5,445 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $51,326 | 628 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $556,205 | 6,984 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $386,223 | 4,829 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||