Moss Adams Wealth Advisors LLC

Position in AEP — American Electric Power Co Inc

CIK 1661245 SEATTLE, WA

Position in AEP

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

Position Value

$280,186

+$29,038 QoQ

Shares Held

2,048

+6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,421

of 1,972 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Utilities · as of Jun 30, 2026

Moss Adams Wealth Advisors LLC holds $2,521,964 across 5 Utilities - Regulated Electric names. AEP ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	12,154	$1,066,755
2	SO	Southern Co	5,713	$546,790
3	DUK	Duke Energy CORP	3,329	$421,384
4	AEP	American Electric Power Co Inc This page	2,048	$280,186
5	D	Dominion Energy, Inc	3,029	$206,849

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,186	2,048	+6.9%	Shares	Other	2026-07-27
2026-03-31	$251,148	1,916	—	Shares	Other	2026-04-23
No filing history on record for this holder in this stock.