OSAIC HOLDINGS, INC.

Position in AEP — American Electric Power Co Inc

CIK 1677044 SCOTTSDALE, AZ

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Position in AEP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$28,997,384

+$4,586,605 QoQ

Shares Held

221,219

+4.5% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2.525099561972525.ToString("F0")% Shared 0.ToString("F0")% None 97.47490043802748.ToString("F0")%

Common Shares in AEP Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $467,748,699 across 42 Utilities - Regulated Electric names. AEP ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,095,389	$101,739,728
2	DUK	Duke Energy CORP	571,832	$74,875,679
3	SO	Southern Co	550,002	$53,086,191
4	AEP	American Electric Power Co Inc This page	221,219	$28,997,384
5	WEC	Wec Energy Group, Inc.	237,301	$27,472,336
6	D	Dominion Energy, Inc	327,150	$20,224,412
7	ED	Consolidated Edison Inc	166,390	$18,832,018
8	DTE	Dte Energy Co	100,829	$14,743,214

All Filings in AEP

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,997,384	221,219	+4.5%	Shares	Defined	2026-05-15
2025-12-31	$24,410,779	211,697	-24.2%	Shares	Defined	2026-02-17
2025-09-30	$31,417,424	279,266	-1.1%	Shares	Defined	2025-11-14
2025-06-30	$29,286,258	282,250	+4.0%	Shares	Defined	2025-09-04
2025-03-31	$29,656,533	271,406	+1.1%	Shares	Defined	2025-05-12
2024-12-31	$24,770,301	268,571	+5.2%	Shares	Defined	2025-06-06
2024-09-30	$26,186,800	255,232	+4.6%	Shares	Defined	2024-11-13
2024-06-30	$21,410,750	244,025	-11.6%	Shares	Defined	2024-08-13
2024-03-31	$23,771,776	276,095	-28.0%	Shares	Sole	2024-05-10
2023-12-31	$31,156,232	383,603	-15.6%	Shares	Sole	2024-02-12
2023-09-30	$34,195,610	454,608	+46.7%	Shares	Defined	2023-11-13
2023-06-30	$26,087,344	309,826	+3.1%	Shares	Defined	2023-08-21
2023-03-31	$27,351,768	300,602	+3.5%	Shares	Defined	2023-05-12
2022-12-31	$27,567,206	290,334	+13.1%	Shares	Defined	2023-02-10
2022-09-30	$22,198,453	256,778	-9.9%	Shares	Defined	2022-11-14
2022-06-30	$27,344,431	285,016	+2.5%	Shares	Defined	2022-08-10
2022-03-31	$27,740,644	278,046	+9.1%	Shares	Defined	2022-05-04
2021-12-31	$22,682,720	254,948	+4.8%	Shares	Defined	2022-02-03
2021-09-30	$19,740,537	243,170	+10.8%	Shares	Defined	2021-11-05
2021-06-30	$18,558,281	219,391	-1.0%	Shares	Defined	2021-08-02
2021-03-31	$18,770,449	221,611	+1.7%	Shares	Defined	2021-05-13
2020-12-31	$18,153,603	218,009	-10.4%	Shares	Defined	2021-02-10
2020-09-30	$19,890,135	243,364	+1.8%	Shares	Defined	2020-11-12
2020-06-30	$19,046,297	239,155	-82.9%	Shares	Defined	2020-08-14
2020-03-31	$111,852,503	1,398,506	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.