Chicago Partners Investment Group LLC

Position in AEP — American Electric Power Co Inc

CIK 1563525 CHICAGO, IL

Position in AEP

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$749,855

+$58,933 QoQ

Shares Held

5,481

+4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#955

of 1,972 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Utilities · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $45,533,102 across 27 Utilities - Regulated Electric names. AEP ranks #18 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	88,052	$10,113,652
2	DUK	Duke Energy CORP	50,400	$6,379,632
3	PCG	PG&E Corp	177,262	$2,981,546
4	ES	Eversource Energy	38,773	$2,802,124
5	EIX	Edison International	31,927	$2,376,965
6	NEE	Nextera Energy Inc	26,700	$2,343,459
7	ED	Consolidated Edison Inc	16,468	$1,821,854
8	SO	Southern Co	16,833	$1,611,086

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$749,855	5,481	+4.0%	Shares	Sole	2026-07-30
2026-03-31	$690,922	5,271	+13.0%	Shares	Sole	2026-05-04
2025-12-31	$537,690	4,663	+1.1%	Shares	Sole	2026-01-28
2025-09-30	$519,075	4,614	+0.3%	Shares	Sole	2025-10-30
2025-06-30	$477,503	4,602	+45.4%	Shares	Sole	2025-07-29
2025-03-31	$345,839	3,165	+19.7%	Shares	Sole	2025-05-09
2024-12-31	$243,948	2,645	+10.6%	Shares	Sole	2025-01-24
2024-09-30	$245,419	2,392	-3.4%	Shares	Sole	2024-10-29
2024-06-30	$217,244	2,476	+4.0%	Shares	Sole	2024-07-31
2023-03-31	$216,647	2,381	+4.0%	Shares	Sole	2023-04-26
2022-12-31	$217,340	2,289	+3.2%	Shares	Sole	2023-02-09
2022-06-30	$212,794	2,218	+5.1%	Shares	Sole	2022-08-04
2022-03-31	$210,614	2,111	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.