Florida Trust Wealth Management Co

Position in AEP — American Electric Power Co Inc

CIK 1651023 SANIBEL, FL

Position in AEP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$741,920

+$1,057 QoQ

Shares Held

5,423

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#957

of 1,972 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $78,573,738 across 14 Utilities - Regulated Electric names. AEP ranks #8 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	276,800	$24,294,735
2	SO	Southern Co	203,535	$19,480,334
3	PEG	Public Service Enterprise Group Inc	149,036	$12,095,761
4	DUK	Duke Energy CORP	76,697	$9,708,305
5	D	Dominion Energy, Inc	67,185	$4,588,062
6	GNE	Genie Energy Ltd.	271,939	$3,929,518
7	XEL	Xcel Energy Inc	19,919	$1,599,495
8	AEP	American Electric Power Co Inc This page	5,423	$741,920

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$741,920	5,423	-4.1%	Shares	Defined	2026-07-27
2026-03-31	$740,863	5,652	0.0%	Shares	Sole	2026-05-15
2025-12-31	$651,731	5,652	+1.8%	Shares	Defined	2026-01-20
2025-09-30	$624,375	5,550	-6.2%	Shares	Defined	2025-10-29
2025-06-30	$614,258	5,920	+14.4%	Shares	Defined	2025-08-13
2025-03-31	$565,253	5,173	-6.3%	Shares	Defined	2025-04-15
2024-12-31	$509,385	5,523	+49.0%	Shares	Defined	2025-01-15
2024-09-30	$380,235	3,706	+4.8%	Shares	Defined	2024-10-08
2024-06-30	$310,335	3,537	+5.6%	Shares	Defined	2024-07-22
2024-03-31	$288,435	3,350	+0.1%	Shares	Defined	2024-05-21
2023-12-31	$271,843	3,347	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.