Aptus Capital Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1664193
FAIRHOPE, AL
Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,442,935
+$190,073 QoQ
Shares Held
10,547
+10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#730
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $105,821,940 across 20 Utilities - Regulated Electric names. AEP ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
342,150 | $32,747,176 | |
| 2 | DUK |
Duke Energy CORP
|
221,444 | $28,030,381 | |
| 3 | NEE |
Nextera Energy Inc
|
249,800 | $21,924,945 | |
| 4 | IDA |
Idacorp Inc
|
64,018 | $9,685,923 | |
| 5 | XEL |
Xcel Energy Inc
|
31,270 | $2,510,981 | |
| 6 | ETR |
Entergy Corp /De/
|
14,271 | $1,639,167 | |
| 7 | ED |
Consolidated Edison Inc
|
13,170 | $1,456,997 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
10,547 | $1,442,935 |
All Filings in AEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,935 | 10,547 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,252,862 | 9,558 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,475,160 | 12,793 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,256,400 | 11,168 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,295,443 | 12,485 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,389,695 | 12,718 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,028,456 | 11,151 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $852,503 | 8,309 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $758,512 | 8,645 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $679,070 | 7,887 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $455,887 | 5,613 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $553,769 | 7,362 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $538,711 | 6,398 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $632,289 | 6,949 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $361,949 | 3,812 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $402,511 | 4,656 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $410,911 | 4,283 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $409,555 | 4,105 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $238,706 | 2,683 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $226,329 | 2,788 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $215,535 | 2,548 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $215,815 | 2,548 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $233,405 | 2,803 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $233,829 | 2,861 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $211,922 | 2,661 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $212,826 | 2,661 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||