Summit Financial Strategies, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1625246
Columbus, OH
Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$280,870
-$381,608 QoQ
Shares Held
2,053
-59.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,417
of 1,972 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial Strategies, Inc. holds $491,432 across 2 Utilities - Regulated Electric names. AEP ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
2,053 | $280,870 | |
| 2 | SO |
Southern Co
|
2,200 | $210,562 |
All Filings in AEP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,870 | 2,053 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $662,478 | 5,054 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $582,776 | 5,054 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $562,275 | 4,998 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $518,592 | 4,998 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $563,177 | 5,154 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $486,052 | 5,270 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $505,612 | 4,928 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $441,156 | 5,028 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $434,116 | 5,042 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $409,511 | 5,042 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $379,259 | 5,042 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $466,299 | 5,538 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $502,992 | 5,528 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $239,938 | 2,527 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $348,134 | 4,027 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $242,440 | 2,527 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $252,118 | 2,527 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $223,314 | 2,510 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $203,761 | 2,510 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $214,181 | 2,532 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||