Aviance Capital Partners, LLC
Position in AEP — American Electric Power Co Inc
CIK 1542383
NAPLES, FL
Position in AEP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,198,455
+$73,134 QoQ
Shares Held
8,760
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#788
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aviance Capital Partners, LLC holds $5,336,129 across 7 Utilities - Regulated Electric names. AEP ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
8,760 | $1,198,455 | |
| 2 | NEE |
Nextera Energy Inc
|
12,863 | $1,128,985 | |
| 3 | DUK |
Duke Energy CORP
|
8,517 | $1,078,081 | |
| 4 | SO |
Southern Co
|
8,579 | $821,096 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
4,500 | $481,500 | |
| 6 | D |
Dominion Energy, Inc
|
5,477 | $374,024 | |
| 7 | XEL |
Xcel Energy Inc
|
3,163 | $253,988 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198,455 | 8,760 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,125,321 | 8,585 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,082,184 | 9,385 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,055,812 | 9,385 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $973,787 | 9,385 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,025,498 | 9,385 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $884,024 | 9,585 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $989,782 | 9,647 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $626,375 | 7,139 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $614,323 | 7,135 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $230,258 | 2,835 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $213,248 | 2,835 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $238,707 | 2,835 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $257,956 | 2,835 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $304,314 | 3,205 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $277,072 | 3,205 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $346,055 | 3,607 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $348,895 | 3,497 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $309,170 | 3,475 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $300,284 | 3,699 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $319,327 | 3,775 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $319,742 | 3,775 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $314,344 | 3,775 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $308,530 | 3,775 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $300,641 | 3,775 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $301,924 | 3,775 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||