Focus Partners Wealth

Position in AEP — American Electric Power Co Inc

CIK 1542153 ST LOUIS, MO

Position in AEP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$11,363,849

-$566,397 QoQ

Shares Held

83,063

-8.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#290

of 1,972 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Utilities · as of Jun 30, 2026

Focus Partners Wealth holds $705,457,085 across 32 Utilities - Regulated Electric names. AEP ranks #12 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,154,784	$146,172,558
2	SO	Southern Co	1,407,819	$134,742,356
3	NEE	Nextera Energy Inc	1,170,089	$102,698,711
4	D	Dominion Energy, Inc	760,846	$51,958,173
5	PCG	PG&E Corp	2,947,922	$49,584,048
6	DTE	Dte Energy Co	268,718	$40,944,561
7	EVRG	Evergy, Inc.	412,886	$35,685,736
8	EIX	Edison International	262,903	$19,573,128

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,363,849	83,063	-8.7%	Shares	Sole	2026-08-12
2026-03-31	$11,930,246	91,015	+9.9%	Shares	Sole	2026-05-15
2025-12-31	$9,547,322	82,797	+23.1%	Shares	Sole	2026-02-13
2025-09-30	$7,567,987	67,271	+45.8%	Shares	Sole	2025-11-14
2025-06-30	$4,787,590	46,141	+2.1%	Shares	Sole	2025-08-14
2025-03-31	$4,936,272	45,175	+3.2%	Shares	Sole	2025-05-20
2024-12-31	$4,037,644	43,778	+28.6%	Shares	Sole	2025-05-20
2024-09-30	$3,492,298	34,038	+94.5%	Shares	Sole	2024-11-14
2024-06-30	$1,535,362	17,499	+67.3%	Shares	Sole	2024-08-15
2024-03-31	$900,347	10,457	+65.0%	Shares	Sole	2024-05-16
2023-12-31	$514,853	6,339	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.