Archford Capital Strategies, LLC

Position in AEP — American Electric Power Co Inc

CIK 1606609 SWANSEA, IL

Position in AEP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$229,703

+$7,916 QoQ

Shares Held

1,679

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,536

of 1,968 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Archford Capital Strategies, LLC holds $6,013,191 across 6 Utilities - Regulated Electric names. AEP ranks #6 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	19,802	$1,738,021
2	SO	Southern Co	12,191	$1,166,800
3	DUK	Duke Energy CORP	7,979	$1,009,981
4	AEE	Ameren Corp	8,442	$954,283
5	D	Dominion Energy, Inc	13,390	$914,403
6	AEP	American Electric Power Co Inc This page	1,679	$229,703

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,703	1,679	-0.8%	Shares	Sole	2026-07-17
2026-03-31	$221,787	1,692	-27.8%	Shares	Sole	2026-04-15
2024-06-30	$205,750	2,345	0.0%	Shares	Sole	2024-07-17
2024-03-31	$201,904	2,345	-5.9%	Shares	Sole	2024-04-24
2023-06-30	$209,910	2,493	-2.6%	Shares	Sole	2023-08-02
2023-03-31	$232,843	2,559	0.0%	Shares	Sole	2023-04-18
2022-12-31	$242,977	2,559	-0.7%	Shares	Sole	2023-01-26
2022-09-30	$222,695	2,576	-1.2%	Shares	Sole	2022-10-17
2022-06-30	$250,019	2,606	-10.0%	Shares	Sole	2022-07-12
2022-03-31	$288,933	2,896	+4.8%	Shares	Sole	2022-04-18
2021-12-31	$245,913	2,764	-31.5%	Shares	Sole	2022-01-20
2021-09-30	$327,398	4,033	-0.7%	Shares	Sole	2021-10-14
2021-06-30	$343,519	4,061	-26.0%	Shares	Sole	2021-07-23
2021-03-31	$464,918	5,489	-2.7%	Shares	Sole	2021-04-26
2020-12-31	$469,809	5,642	-3.6%	Shares	Sole	2021-01-19
2020-09-30	$478,120	5,850	-2.9%	Shares	Sole	2020-10-19
2020-06-30	$479,990	6,027	-1.4%	Shares	Sole	2020-07-24
2020-03-31	$489,077	6,115	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.