West Family Investments, Inc.

Position in AEP — American Electric Power Co Inc

CIK 1568303 CARLSBAD, CA

Position in AEP

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$286,147

-$60,820 QoQ

Shares Held

2,183

-27.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

West Family Investments, Inc. holds $4,849,244 across 10 Utilities - Regulated Electric names. AEP ranks #6 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	10,635	$1,026,490
2	ED	Consolidated Edison Inc	9,048	$1,024,052
3	DUK	Duke Energy CORP	7,087	$927,971
4	WEC	Wec Energy Group, Inc.	3,853	$446,061
5	NEE	Nextera Energy Inc	4,713	$437,743
6	AEP	American Electric Power Co Inc This page	2,183	$286,147
7	FTS	Fortis Inc.	3,821	$213,173
8	D	Dominion Energy, Inc	3,370	$208,333

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$286,147	2,183	-27.5%	Shares	Sole	2026-05-07
2025-12-31	$346,967	3,009	0.0%	Shares	Sole	2026-02-11
2025-09-30	$338,512	3,009	+22.1%	Shares	Sole	2025-11-12
2025-06-30	$255,664	2,464	-52.0%	Shares	Sole	2025-08-13
2023-09-30	$386,104	5,133	+18.0%	Shares	Sole	2023-11-02
2023-06-30	$366,270	4,350	+26.1%	Shares	Sole	2023-08-16
2022-12-31	$327,577	3,450	-17.2%	Shares	Sole	2023-02-08
2022-09-30	$360,064	4,165	+49.4%	Shares	Sole	2022-11-04
2022-06-30	$267,384	2,787	+16.9%	Shares	Sole	2022-08-12
2022-03-31	$237,851	2,384	-51.6%	Shares	Sole	2022-05-13
2021-09-30	$399,567	4,922	+33.9%	Shares	Sole	2021-10-25
2021-06-30	$310,952	3,676	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.