CHOREO, LLC

Position in AEP — American Electric Power Co Inc

CIK 1679031 ROCKFORD, IL

Position in AEP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,912,137

+$105,059 QoQ

Shares Held

21,286

-0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#550

of 1,965 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CHOREO, LLC holds $55,129,983 across 30 Utilities - Regulated Electric names. AEP ranks #6 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	109,444	$9,605,899
2	DUK	Duke Energy CORP	52,131	$6,598,741
3	SO	Southern Co	54,018	$5,170,062
4	LNT	Alliant Energy Corp	56,581	$4,316,564
5	PEG	Public Service Enterprise Group Inc	47,429	$3,849,337
6	AEP	American Electric Power Co Inc This page	21,286	$2,912,137
7	D	Dominion Energy, Inc	34,244	$2,338,522
8	NGG	National Grid PLC	26,727	$2,214,866

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,912,137	21,286	-0.6%	Shares	Sole	2026-08-04
2026-03-31	$2,807,078	21,415	+2.7%	Shares	Sole	2026-05-13
2025-12-31	$2,404,674	20,854	-2.6%	Shares	Sole	2026-01-23
2025-09-30	$2,408,062	21,405	+1.9%	Shares	Sole	2025-11-12
2025-06-30	$2,179,997	21,010	-0.5%	Shares	Sole	2025-08-13
2025-03-31	$2,307,891	21,121	-5.5%	Shares	Sole	2025-05-06
2024-12-31	$2,060,510	22,341	-1.2%	Shares	Sole	2025-01-27
2024-09-30	$2,320,709	22,619	+5.0%	Shares	Sole	2024-11-07
2024-06-30	$1,889,393	21,534	+183.6%	Shares	Sole	2024-08-07
2024-03-31	$653,843	7,594	+20.5%	Shares	Sole	2024-05-02
2023-12-31	$511,848	6,302	-11.5%	Shares	Sole	2024-02-05
2023-09-30	$535,792	7,123	+2.0%	Shares	Sole	2023-11-08
2023-06-30	$587,800	6,981	-4.0%	Shares	Sole	2023-08-04
2023-03-31	$661,588	7,271	+239.1%	Shares	Sole	2023-05-15
2022-12-31	$203,572	2,144	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.