SVB WEALTH LLC

Position in AEP — American Electric Power Co Inc

CIK 1626116 BOSTON, MA

Position in AEP

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

Position Value

$639,448

-$5,594 QoQ

Shares Held

4,674

-5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,005

of 1,972 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Utilities · as of Jun 30, 2026

SVB WEALTH LLC holds $5,436,838 across 4 Utilities - Regulated Electric names. AEP ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	77,720	$3,694,805
2	SO	Southern Co	8,927	$854,400
3	AEP	American Electric Power Co Inc This page	4,674	$639,448
4	PEG	Public Service Enterprise Group Inc	3,058	$248,185

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,448	4,674	-5.0%	Shares	Sole	2026-07-17
2026-03-31	$645,042	4,921	-62.7%	Shares	Sole	2026-04-17
2025-12-31	$1,520,707	13,188	+196.6%	Shares	Sole	2026-02-04
2025-09-30	$500,174	4,446	+4.5%	Shares	Sole	2025-11-06
2025-06-30	$441,289	4,253	-54.8%	Shares	Sole	2025-08-14
2025-03-31	$1,029,213	9,419	+6.1%	Shares	Sole	2025-05-14
2024-12-31	$819,094	8,881	+3.2%	Shares	Sole	2025-02-05
2024-06-30	$755,352	8,609	-1.2%	Shares	Sole	2024-08-06
2024-03-31	$750,275	8,714	-2.0%	Shares	Sole	2024-05-15
2023-12-31	$722,126	8,891	+20.0%	Shares	Sole	2024-01-30
2023-09-30	$557,379	7,410	-14.8%	Shares	Sole	2023-10-23
2023-06-30	$732,034	8,694	-37.2%	Shares	Sole	2023-07-24
2023-03-31	$1,259,301	13,840	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$1,308,316	13,779	-2.8%	Shares	Sole	2023-02-10
2022-09-30	$1,225,169	14,172	+22.2%	Shares	Sole	2022-11-09
2022-06-30	$1,112,232	11,593	+1.5%	Shares	Sole	2022-08-16
2022-03-31	$1,139,572	11,422	+4.7%	Shares	Sole	2022-05-13
2021-12-31	$970,395	10,907	+5.3%	Shares	Sole	2022-02-15
2021-09-30	$840,780	10,357	+1.9%	Shares	Sole	2021-11-09
2021-06-30	$859,434	10,160	+0.2%	Shares	Sole	2021-08-13
2021-03-31	$858,688	10,138	-1.9%	Shares	Sole	2021-05-11
2020-12-31	$860,428	10,333	+1.2%	Shares	Sole	2021-02-10
2020-09-30	$834,545	10,211	+2.8%	Shares	Sole	2020-11-10
2020-06-30	$790,984	9,932	-4.4%	Shares	Sole	2020-08-05
2020-03-31	$831,152	10,392	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.