Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$845,348
+$171,335 QoQ
Shares Held
6,179
+20.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#897
of 1,965 holders
Holding Since
Sep 2020
14 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, 2026Advisory Alpha, LLC holds $15,920,337 across 17 Utilities - Regulated Electric names. AEP ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,470 | $3,727,591 | |
| 2 | DUK |
Duke Energy CORP
|
23,352 | $2,955,896 | |
| 3 | SO |
Southern Co
|
16,579 | $1,586,776 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
14,856 | $1,205,712 | |
| 5 | DTE |
Dte Energy Co
|
5,702 | $868,813 | |
| 6 | AEP |
American Electric Power Co Inc
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|
6,179 | $845,348 | |
| 7 | D |
Dominion Energy, Inc
|
10,754 | $734,390 | |
| 8 | EIX |
Edison International
|
8,624 | $642,056 |
All Filings in AEP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,348 | 6,179 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $674,013 | 5,142 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $598,458 | 5,190 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $612,562 | 5,445 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $596,723 | 5,751 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $645,457 | 5,907 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $527,278 | 5,717 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $546,550 | 5,327 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $448,088 | 5,107 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $391,582 | 4,548 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $346,403 | 4,265 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $285,234 | 3,792 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $211,931 | 2,517 | Shares | Sole | 2023-07-25 | |
| 2020-09-30 | $136,897 | 1,675 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||