OneDigital Investment Advisors LLC
Position in AEP — American Electric Power Co Inc
CIK 1690370
OVERLAND PARK, KS
Position in AEP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,645,709
+$121,773 QoQ
Shares Held
12,555
-5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $38,675,392 across 24 Utilities - Regulated Electric names. AEP ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
154,834 | $14,944,577 | |
| 2 | DUK |
Duke Energy CORP
|
39,768 | $5,207,221 | |
| 3 | NEE |
Nextera Energy Inc
|
29,889 | $2,776,090 | |
| 4 | ED |
Consolidated Edison Inc
|
14,834 | $1,678,912 | |
| 5 | AEP |
American Electric Power Co Inc
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|
12,555 | $1,645,709 | |
| 6 | D |
Dominion Energy, Inc
|
24,925 | $1,540,863 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
14,542 | $1,177,174 | |
| 8 | ETR |
Entergy Corp /De/
|
10,280 | $1,155,060 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,645,709 | 12,555 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,523,936 | 13,216 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,401,525 | 12,458 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,356,039 | 13,069 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,371,010 | 12,547 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,093,202 | 11,853 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,295,530 | 12,627 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,070,515 | 12,201 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,045,167 | 12,139 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $939,796 | 11,571 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,525,912 | 20,286 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $876,774 | 10,413 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $969,498 | 10,655 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $957,096 | 10,080 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $836,317 | 9,674 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $686,738 | 7,158 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $721,237 | 7,229 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $608,821 | 6,843 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $395,103 | 4,867 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $385,392 | 4,556 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $297,974 | 3,518 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $293,693 | 3,527 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $337,299 | 4,127 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $371,600 | 4,666 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $349,192 | 4,366 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||