TCI Wealth Advisors, Inc.

Position in AEP — American Electric Power Co Inc

CIK 1583751 Tucson, AZ

Position in AEP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$257,886

+$17,355 QoQ

Shares Held

1,885

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,478

of 1,965 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $2,032,469 across 5 Utilities - Regulated Electric names. AEP ranks #5 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNW	Pinnacle West Capital Corp	5,101	$545,807
2	XEL	Xcel Energy Inc	6,201	$497,940
3	SO	Southern Co	4,643	$444,381
4	DTE	Dte Energy Co	1,880	$286,455
5	AEP	American Electric Power Co Inc This page	1,885	$257,886

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,886	1,885	+2.7%	Shares	Sole	2026-07-29
2026-03-31	$240,531	1,835	+0.1%	Shares	Sole	2026-04-27
2025-12-31	$211,363	1,833	-1.5%	Shares	Sole	2026-02-02
2025-09-30	$209,250	1,860	-1.2%	Shares	Sole	2025-10-14
2025-03-31	$205,755	1,883	-4.4%	Shares	Sole	2025-04-21
2024-09-30	$202,019	1,969	-20.3%	Shares	Sole	2024-10-24
2024-03-31	$212,753	2,471	+21.7%	Shares	Sole	2024-05-07
2023-03-31	$184,800	2,031	+8.6%	Shares	Sole	2023-05-03
2022-12-31	$177,556	1,870	-0.6%	Shares	Sole	2023-02-07
2022-09-30	$162,698	1,882	0.0%	Shares	Sole	2022-11-08
2022-06-30	$180,559	1,882	+0.1%	Shares	Sole	2022-07-19
2022-03-31	$187,567	1,880	+8.3%	Shares	Sole	2022-04-29
2021-12-31	$154,451	1,736	-14.3%	Shares	Sole	2022-01-24
2021-09-30	$164,389	2,025	-16.9%	Shares	Sole	2021-10-29
2021-06-30	$206,061	2,436	-16.9%	Shares	Sole	2021-08-02
2021-03-31	$248,171	2,930	+0.8%	Shares	Sole	2021-04-29
2020-12-31	$242,149	2,908	-23.5%	Shares	Sole	2021-01-21
2020-09-30	$310,819	3,803	+69.4%	Shares	Sole	2020-10-20
2020-06-30	$178,791	2,245	-3.1%	Shares	Sole	2020-07-20
2020-03-31	$185,233	2,316	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.