IFP Advisors, Inc

Position in AEP — American Electric Power Co Inc

CIK 1641866 TAMPA, FL

Position in AEP

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

Position Value

$813,472

+$31,974 QoQ

Shares Held

5,946

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#912

of 1,972 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

IFP Advisors, Inc holds $36,052,907 across 32 Utilities - Regulated Electric names. AEP ranks #12 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	41,174	$5,211,804
2	NEE	Nextera Energy Inc	55,230	$4,847,537
3	PPL	PPL Corp	123,238	$4,479,701
4	SO	Southern Co	35,414	$3,389,473
5	ETR	Entergy Corp /De/	24,127	$2,771,227
6	EIX	Edison International	27,478	$2,045,737
7	D	Dominion Energy, Inc	25,484	$1,740,302
8	WEC	Wec Energy Group, Inc.	14,731	$1,720,138

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$813,472	5,946	-0.3%	Shares	Sole	2026-07-20
2026-03-31	$781,498	5,962	-65.5%	Shares	Sole	2026-04-13
2025-12-31	$1,992,095	17,276	+36.2%	Shares	Sole	2026-02-06
2025-09-30	$1,427,175	12,686	+117.1%	Shares	Sole	2026-02-06
2025-06-30	$606,269	5,843	-3.7%	Shares	Sole	2025-07-24
2025-03-31	$662,941	6,067	-5.4%	Shares	Sole	2025-05-05
2024-12-31	$591,747	6,416	-66.0%	Shares	Sole	2025-02-04
2024-09-30	$1,934,317	18,853	-14.0%	Shares	Sole	2025-02-04
2024-06-30	$1,923,085	21,918	-3.8%	Shares	Sole	2024-07-30
2024-03-31	$1,961,960	22,787	+48.0%	Shares	Sole	2024-07-30
2023-12-31	$1,250,706	15,399	+58.6%	Shares	Sole	2024-01-09
2023-09-30	$730,536	9,712	-15.5%	Shares	Sole	2023-10-12
2023-06-30	$967,794	11,494	-13.5%	Shares	Sole	2023-08-04
2023-03-31	$1,209,348	13,291	-64.9%	Shares	Sole	2023-04-18
2022-12-31	$2,599	37,915	+58.6%	Shares	Sole	2023-02-07
2022-09-30	$2,066,155	23,900	+20.0%	Shares	Sole	2022-11-08
2022-06-30	$1,911,220	19,921	+41.9%	Shares	Sole	2022-09-06
2022-03-31	$1,400,271	14,035	+97.5%	Shares	Sole	2022-08-08
2021-12-31	$632,220	7,106	-6.3%	Shares	Sole	2022-01-12
2021-09-30	$615,506	7,582	+65.9%	Shares	Sole	2021-10-06
2021-06-30	$386,660	4,571	-16.3%	Shares	Sole	2021-07-13
2021-03-31	$462,631	5,462	+3.3%	Shares	Sole	2021-04-30
2020-12-31	$440,081	5,285	-5.5%	Shares	Sole	2021-01-25
2020-09-30	$457,197	5,594	+5.8%	Shares	Sole	2020-10-29
2020-06-30	$420,977	5,286	-5.3%	Shares	Sole	2020-08-05
2020-03-31	$446,368	5,581	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.