JNBA Financial Advisors
Position in AEP — American Electric Power Co Inc
CIK 1569118
BLOOMINGTON, MN
Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$221,358
+$10,451 QoQ
Shares Held
1,618
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,566
of 1,971 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JNBA Financial Advisors holds $1,643,454 across 20 Utilities - Regulated Electric names. AEP ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
4,061 | $326,098 | |
| 2 | AEP |
American Electric Power Co Inc
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|
1,618 | $221,358 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,664 | $194,305 | |
| 4 | LNT |
Alliant Energy Corp
|
2,179 | $166,235 | |
| 5 | CNP |
Centerpoint Energy Inc
|
2,918 | $128,508 | |
| 6 | SO |
Southern Co
|
1,262 | $120,786 | |
| 7 | NEE |
Nextera Energy Inc
|
1,363 | $119,630 | |
| 8 | EIX |
Edison International
|
1,373 | $102,219 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,358 | 1,618 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $210,907 | 1,609 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $185,533 | 1,609 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $181,012 | 1,609 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $166,949 | 1,609 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $52,340 | 479 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $44,178 | 479 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $49,145 | 479 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $42,027 | 479 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $41,241 | 479 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $38,904 | 479 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $36,030 | 479 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $21,050 | 250 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $22,747 | 250 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $23,737 | 250 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,612 | 250 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $23,985 | 250 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $33,822 | 339 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $45,285 | 509 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $41,320 | 509 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $43,056 | 509 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $43,112 | 509 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $28,228 | 339 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $20,432 | 250 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $19,910 | 250 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $19,995 | 250 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||