Sequoia Financial Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1599900
Akron, OH
Position in AEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$18,121,305
+$1,432,986 QoQ
Shares Held
132,456
+4.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#13
of 325 holders
Holding Since
Mar 2020
26 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, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. AEP ranks #1 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
|
41,760 | $3,109,032 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,121,305 | 132,456 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $16,688,319 | 127,314 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,610,731 | 118,036 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,027,375 | 106,910 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,576,464 | 101,932 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,134,464 | 92,747 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,076,169 | 98,408 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $10,577,649 | 103,096 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $8,544,033 | 97,379 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $9,429,758 | 109,521 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,324,624 | 114,807 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,699,520 | 22,594 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,788,155 | 21,237 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,727,809 | 18,989 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,786,769 | 18,818 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,139,756 | 13,184 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,350,739 | 14,079 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,393,786 | 13,970 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,450,211 | 16,300 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $287,620 | 3,543 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $989,703 | 11,700 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $603,233 | 7,122 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $578,060 | 6,942 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $521,437 | 6,380 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $560,904 | 7,043 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $556,820 | 6,962 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||