MISSION WEALTH MANAGEMENT, LP

Position in AEP — American Electric Power Co Inc

CIK 1645382 Santa Barbara, CA

Position in AEP

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

Position Value

$1,997,289

+$872,885 QoQ

Shares Held

14,599

+70.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#639

of 1,968 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $22,236,531 across 18 Utilities - Regulated Electric names. AEP ranks #5 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	44,927	$3,943,242
2	PEG	Public Service Enterprise Group Inc	31,602	$2,564,818
3	SO	Southern Co	23,627	$2,261,340
4	DUK	Duke Energy CORP	16,879	$2,136,543
5	AEP	American Electric Power Co Inc This page	14,599	$1,997,289
6	EIX	Edison International	22,416	$1,668,871
7	EXC	Exelon Corp	30,649	$1,428,856
8	XEL	Xcel Energy Inc	14,290	$1,147,487

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,997,289	14,599	+70.2%	Shares	Sole	2026-07-20
2026-03-31	$1,124,404	8,578	-6.9%	Shares	Sole	2026-05-15
2025-12-31	$1,062,927	9,218	0.0%	Shares	Sole	2026-02-05
2025-09-30	$1,037,025	9,218	+0.5%	Shares	Sole	2025-11-04
2025-06-30	$951,998	9,175	-6.4%	Shares	Sole	2025-08-05
2025-03-31	$1,071,064	9,802	+13.5%	Shares	Sole	2025-04-17
2024-12-31	$796,498	8,636	+10.8%	Shares	Sole	2025-02-06
2024-09-30	$799,869	7,796	+71.2%	Shares	Sole	2024-10-31
2024-06-30	$399,655	4,555	-13.0%	Shares	Sole	2024-08-05
2024-03-31	$450,646	5,234	+16.0%	Shares	Sole	2024-04-30
2023-12-31	$366,464	4,512	-0.1%	Shares	Sole	2024-02-05
2023-09-30	$339,843	4,518	-3.6%	Shares	Sole	2023-10-24
2023-06-30	$394,729	4,688	+20.4%	Shares	Sole	2023-08-04
2023-03-31	$354,315	3,894	-4.1%	Shares	Sole	2023-04-07
2022-12-31	$385,497	4,060	-2.7%	Shares	Sole	2023-02-02
2022-09-30	$360,669	4,172	-3.8%	Shares	Sole	2022-10-12
2022-06-30	$416,283	4,339	+11.7%	Shares	Sole	2022-07-27
2022-03-31	$387,606	3,885	-0.4%	Shares	Sole	2022-04-25
2021-12-31	$346,894	3,899	+12.5%	Shares	Sole	2022-02-11
2021-09-30	$281,451	3,467	-23.3%	Shares	Sole	2021-11-05
2021-06-30	$382,600	4,523	+4.8%	Shares	Sole	2021-08-10
2021-03-31	$365,395	4,314	-2.9%	Shares	Sole	2021-05-10
2020-12-31	$369,802	4,441	+7.6%	Shares	Sole	2021-01-19
2020-09-30	$337,299	4,127	-28.1%	Shares	Sole	2020-10-16
2020-06-30	$457,372	5,743	+13.1%	Shares	Sole	2020-08-03
2020-03-31	$406,138	5,078	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.