Dynamic Advisor Solutions LLC
Position in AEP — American Electric Power Co Inc
CIK 1599747
PHOENIX, AZ
Position in AEP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$836,593
-$24,340 QoQ
Shares Held
6,115
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#900
of 1,968 holders
Holding Since
Sep 2021
20 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, 2026Dynamic Advisor Solutions LLC holds $34,199,584 across 12 Utilities - Regulated Electric names. AEP ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
89,321 | $8,548,912 | |
| 2 | DUK |
Duke Energy CORP
|
56,612 | $7,165,946 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
55,268 | $4,485,550 | |
| 4 | NEE |
Nextera Energy Inc
|
44,463 | $3,902,517 | |
| 5 | D |
Dominion Energy, Inc
|
51,485 | $3,515,910 | |
| 6 | ES |
Eversource Energy
|
31,396 | $2,268,988 | |
| 7 | EVRG |
Evergy, Inc.
|
19,146 | $1,654,788 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
6,115 | $836,593 |
All Filings in AEP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,593 | 6,115 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $860,933 | 6,568 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $661,187 | 5,734 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $708,412 | 6,297 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $592,054 | 5,706 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $590,822 | 5,407 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $517,133 | 5,607 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $778,015 | 7,583 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $671,298 | 7,651 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $701,456 | 8,147 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $447,928 | 5,515 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $312,614 | 4,156 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $352,040 | 4,181 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $448,762 | 4,932 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $411,798 | 4,337 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $526,480 | 6,090 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $599,912 | 6,253 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $644,314 | 6,458 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $282,301 | 3,173 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $201,407 | 2,481 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||