Pinnacle Wealth Management Advisory Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 1631864
RED BANK, NJ
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$291,815
+$59,280 QoQ
Shares Held
2,133
+20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,398
of 1,972 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $11,696,474 across 14 Utilities - Regulated Electric names. AEP ranks #13 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
36,314 | $3,475,612 | |
| 2 | NEE |
Nextera Energy Inc
|
24,887 | $2,184,331 | |
| 3 | EIX |
Edison International
|
10,459 | $778,672 | |
| 4 | D |
Dominion Energy, Inc
|
11,348 | $774,954 | |
| 5 | PCG |
PG&E Corp
|
42,165 | $709,215 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
7,492 | $608,050 | |
| 7 | DUK |
Duke Energy CORP
|
4,788 | $606,065 | |
| 8 | ED |
Consolidated Edison Inc
|
4,461 | $493,520 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,815 | 2,133 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $232,535 | 1,774 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $206,058 | 1,787 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||