W.G. Shaheen & Associates DBA Whitney & Co

Position in AEP — American Electric Power Co Inc

CIK 1577001 ROCHESTER, NY

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Position in AEP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,959,529

+$95,572 QoQ

Shares Held

14,323

+0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#646

of 1,972 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Common Shares in AEP Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $3,826,616 across 6 Utilities - Regulated Electric names. AEP ranks #1 (51.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	14,323	$1,959,529
2	NEE	Nextera Energy Inc	7,577	$665,033
3	ED	Consolidated Edison Inc	3,446	$381,230
4	SO	Southern Co	3,761	$359,965
5	EVRG	Evergy, Inc.	2,696	$233,015
6	DUK	Duke Energy CORP	1,800	$227,844

All Filings in AEP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,959,529	14,323	+0.7%	Shares	Sole	2026-07-28
2026-03-31	$1,863,957	14,220	+11.4%	Shares	Sole	2026-05-05
2025-12-31	$1,472,508	12,770	+138.7%	Shares	Sole	2026-01-30
2025-09-30	$601,875	5,350	0.0%	Shares	Sole	2025-11-07
2025-06-30	$555,116	5,350	-4.5%	Shares	Sole	2025-08-05
2025-03-31	$611,912	5,600	0.0%	Shares	Sole	2025-05-06
2024-12-31	$516,488	5,600	-8.2%	Shares	Sole	2025-02-04
2024-09-30	$625,860	6,100	0.0%	Shares	Sole	2024-11-07
2024-06-30	$535,214	6,100	-13.5%	Shares	Sole	2024-07-30
2024-03-31	$607,005	7,050	-17.5%	Shares	Sole	2024-05-08
2023-12-31	$694,431	8,550	-3.4%	Shares	Sole	2024-02-13
2023-09-30	$665,697	8,850	-3.8%	Shares	Sole	2023-11-08
2023-06-30	$774,640	9,200	-7.5%	Shares	Sole	2023-08-14
2023-03-31	$905,350	9,950	0.0%	Shares	Sole	2023-05-03
2022-12-31	$944,752	9,950	-1.0%	Shares	Sole	2023-02-03
2022-09-30	$868,822	10,050	0.0%	Shares	Sole	2022-11-09
2022-06-30	$964,197	10,050	-2.9%	Shares	Sole	2022-08-05
2022-03-31	$1,032,619	10,350	-2.8%	Shares	Sole	2022-05-13
2021-12-31	$947,530	10,650	-0.2%	Shares	Sole	2022-02-11
2021-09-30	$866,596	10,675	-1.8%	Shares	Sole	2021-11-12
2021-06-30	$919,916	10,875	-4.8%	Shares	Sole	2021-08-13
2021-03-31	$967,697	11,425	-0.9%	Shares	Sole	2021-05-11
2020-12-31	$959,686	11,525	-11.2%	Shares	Sole	2021-02-10
2020-09-30	$1,060,446	12,975	-5.8%	Shares	Sole	2020-11-13
2020-06-30	$1,097,041	13,775	-2.4%	Shares	Sole	2020-08-13
2020-03-31	$1,128,677	14,112	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.