Checchi Capital Advisers, LLC
Position in AEP — American Electric Power Co Inc
CIK 1598186
BEVERLY HILLS, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$962,047
+$46,454 QoQ
Shares Held
7,032
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#855
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. AEP ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
|
7,953 | $638,625 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $962,047 | 7,032 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $915,593 | 6,985 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $749,745 | 6,502 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $723,262 | 6,429 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $704,426 | 6,789 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $790,459 | 7,234 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $623,198 | 6,757 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $704,143 | 6,863 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $604,528 | 6,890 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $573,081 | 6,656 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $517,533 | 6,372 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $511,571 | 6,801 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $595,799 | 7,076 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $622,280 | 6,839 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $646,799 | 6,812 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $725,229 | 8,389 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $794,958 | 8,286 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $827,691 | 8,296 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $715,318 | 8,040 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $493,249 | 6,076 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $525,642 | 6,214 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $540,470 | 6,381 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $512,610 | 6,156 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $474,115 | 5,801 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $494,006 | 6,203 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $488,597 | 6,109 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||