Capital Analysts, LLC
Position in AEP — American Electric Power Co Inc
CIK 1624758
FORT WASHINGTON, PA
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$20,071,668
+$1,072,671 QoQ
Shares Held
146,712
+1.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#229
of 1,968 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Analysts, LLC holds $29,025,887 across 20 Utilities - Regulated Electric names. AEP ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
146,712 | $20,071,668 | |
| 2 | NEE |
Nextera Energy Inc
|
46,297 | $4,063,487 | |
| 3 | AEE |
Ameren Corp
|
19,745 | $2,231,974 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
10,239 | $830,996 | |
| 5 | DUK |
Duke Energy CORP
|
4,610 | $583,533 | |
| 6 | D |
Dominion Energy, Inc
|
7,289 | $497,765 | |
| 7 | SO |
Southern Co
|
3,591 | $343,693 | |
| 8 | XEL |
Xcel Energy Inc
|
1,516 | $121,734 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,071,668 | 146,712 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $18,998,997 | 144,942 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $16,978,705 | 147,244 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $16,215,974 | 144,142 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,166,248 | 136,529 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $14,252,304 | 130,432 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $11,561,675 | 125,357 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,427,732 | 121,128 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,554,595 | 120,294 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,050,711 | 116,733 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,391,101 | 91,001 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $6,695,633 | 89,014 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,734,989 | 79,988 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,787,490 | 74,596 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $6,742,304 | 71,009 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,864,422 | 67,836 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,123,274 | 63,824 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,169,876 | 61,841 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $5,186,416 | 58,294 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $4,330,141 | 53,340 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $4,355,792 | 51,493 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $4,085,081 | 48,230 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,901,615 | 46,855 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,694,032 | 45,198 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,587,383 | 45,045 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $3,729,947 | 46,636 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||