Sowell Financial Services LLC

Position in AEP — American Electric Power Co Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in AEP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$607,299

+$21,241 QoQ

Shares Held

4,439

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,024

of 1,965 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. AEP ranks #8 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	30,590	$3,872,082
2	FE	Firstenergy Corp	69,833	$3,319,860
3	ETR	Entergy Corp /De/	25,483	$2,926,977
4	NEE	Nextera Energy Inc	28,521	$2,503,288
5	SO	Southern Co	24,007	$2,297,709
6	EXC	Exelon Corp	18,943	$883,122
7	PNW	Pinnacle West Capital Corp	7,785	$832,995
8	AEP	American Electric Power Co Inc This page	4,439	$607,299

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$607,299	4,439	-0.7%	Shares	Sole	2026-07-20
2026-03-31	$586,058	4,471	+3.9%	Shares	Sole	2026-04-20
2025-12-31	$496,063	4,302	+6.1%	Shares	Sole	2026-01-21
2025-09-30	$456,187	4,055	-41.0%	Shares	Sole	2025-10-17
2025-06-30	$713,661	6,878	-0.8%	Shares	Sole	2025-07-14
2025-03-31	$757,787	6,935	+137.1%	Shares	Sole	2025-04-17
2023-03-31	$266,145	2,925	-31.9%	Shares	Sole	2023-05-12
2021-03-31	$363,871	4,296	-28.9%	Shares	Sole	2021-05-07
2020-12-31	$503,034	6,041	-9.0%	Shares	Sole	2021-01-13
2020-09-30	$542,850	6,642	-45.7%	Shares	Sole	2020-11-12
2020-06-30	$974,952	12,242	+59.3%	Shares	Sole	2020-08-13
2020-03-31	$614,726	7,686	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.