FLAGSHIP HARBOR ADVISORS, LLC
Position in AEP — American Electric Power Co Inc
CIK 1691766
BOSTON, MA
Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$902,809
+$24,049 QoQ
Shares Held
6,599
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#877
of 1,972 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026FLAGSHIP HARBOR ADVISORS, LLC holds $7,802,496 across 11 Utilities - Regulated Electric names. AEP ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,375 | $2,402,703 | |
| 2 | ETR |
Entergy Corp /De/
|
8,004 | $919,339 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
6,599 | $902,809 | |
| 4 | ES |
Eversource Energy
|
9,661 | $698,200 | |
| 5 | SO |
Southern Co
|
6,493 | $621,445 | |
| 6 | XEL |
Xcel Energy Inc
|
7,714 | $619,434 | |
| 7 | DUK |
Duke Energy CORP
|
4,229 | $535,306 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,330 | $351,422 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,809 | 6,599 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $878,760 | 6,704 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $794,831 | 6,893 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $850,500 | 7,560 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $804,866 | 7,757 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $939,175 | 8,595 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $819,648 | 8,887 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $917,859 | 8,946 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,068,234 | 12,175 | Shares | Sole | 2025-12-02 | |
| 2024-03-31 | $1,067,467 | 12,398 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $782,635 | 9,636 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $610,485 | 8,116 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $702,312 | 8,341 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $900,073 | 9,892 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $892,340 | 9,398 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $806,837 | 9,333 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $902,795 | 9,410 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $975,950 | 9,782 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $861,852 | 9,687 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $805,792 | 9,926 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $839,640 | 9,926 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $847,592 | 10,007 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $872,336 | 10,476 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $878,270 | 10,746 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $970,094 | 12,181 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $433,491 | 5,420 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||