Modera Wealth Management, LLC

Position in AEP — American Electric Power Co Inc

CIK 1542143 WESTWOOD, NJ

Position in AEP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$704,981

+$14,059 QoQ

Shares Held

5,153

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#970

of 1,972 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Modera Wealth Management, LLC holds $12,835,676 across 9 Utilities - Regulated Electric names. AEP ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	54,771	$4,807,250
2	DUK	Duke Energy CORP	27,848	$3,524,999
3	SO	Southern Co	11,360	$1,087,265
4	PEG	Public Service Enterprise Group Inc	11,657	$946,082
5	AEP	American Electric Power Co Inc This page	5,153	$704,981
6	D	Dominion Energy, Inc	9,771	$667,261
7	ES	Eversource Energy	5,986	$432,608
8	ED	Consolidated Edison Inc	3,375	$373,376

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$704,981	5,153	-2.2%	Shares	Sole	2026-08-03
2026-03-31	$690,922	5,271	-5.0%	Shares	Sole	2026-05-06
2025-12-31	$639,509	5,546	+1.4%	Shares	Sole	2026-01-21
2025-09-30	$615,600	5,472	-0.9%	Shares	Sole	2025-10-31
2025-06-30	$572,858	5,521	-5.3%	Shares	Sole	2025-08-06
2025-03-31	$636,934	5,829	-9.0%	Shares	Sole	2025-05-08
2024-12-31	$590,456	6,402	+9.4%	Shares	Sole	2025-02-06
2024-09-30	$600,620	5,854	-0.2%	Shares	Sole	2024-10-24
2024-06-30	$514,595	5,865	-8.8%	Shares	Sole	2024-07-29
2024-03-31	$553,881	6,433	-0.2%	Shares	Sole	2024-05-14
2023-12-31	$523,787	6,449	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$481,708	6,404	-0.5%	Shares	Sole	2023-11-30
2023-06-30	$541,827	6,435	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.