EXENCIAL WEALTH ADVISORS, LLC
Position in AEP — American Electric Power Co Inc
CIK 1576151
OKLAHOMA CITY, OK
Position in AEP
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,460,259
+$499,476 QoQ
Shares Held
34,027
-0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $25,564,869 across 15 Utilities - Regulated Electric names. AEP ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
160,453 | $13,144,309 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
34,027 | $4,460,259 | |
| 3 | DUK |
Duke Energy CORP
|
13,151 | $1,721,991 | |
| 4 | NEE |
Nextera Energy Inc
|
13,801 | $1,281,836 | |
| 5 | D |
Dominion Energy, Inc
|
15,533 | $960,250 | |
| 6 | SO |
Southern Co
|
8,694 | $839,144 | |
| 7 | ED |
Consolidated Edison Inc
|
6,344 | $718,013 | |
| 8 | EIX |
Edison International
|
7,369 | $539,263 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,460,259 | 34,027 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,960,783 | 34,349 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,830,737 | 34,051 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,447,633 | 33,227 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,824,996 | 35,005 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,181,012 | 34,490 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,594,180 | 35,031 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,169,344 | 36,122 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,330,434 | 38,681 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,163,031 | 38,944 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,043,175 | 40,457 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,900,690 | 34,450 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,892,845 | 31,793 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,439,252 | 15,158 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,156,528 | 13,378 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,244,821 | 12,975 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,335,620 | 13,387 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,122,178 | 12,613 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $972,698 | 11,982 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $784,995 | 9,280 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $892,822 | 10,541 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $790,731 | 9,496 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,633,700 | 19,989 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $743,041 | 9,330 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||