Position in AEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$352,285
+$105,855 QoQ
Shares Held
2,575
+37.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,298
of 1,968 holders
Holding Since
Mar 2021
18 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, 2026PFG Advisors holds $4,711,080 across 11 Utilities - Regulated Electric names. AEP ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
9,519 | $1,018,533 | |
| 2 | NEE |
Nextera Energy Inc
|
8,364 | $734,108 | |
| 3 | IDA |
Idacorp Inc
|
4,760 | $720,188 | |
| 4 | DUK |
Duke Energy CORP
|
4,135 | $523,408 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
3,424 | $399,820 | |
| 6 | AEP |
American Electric Power Co Inc
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|
2,575 | $352,285 | |
| 7 | CNP |
Centerpoint Energy Inc
|
6,148 | $270,757 | |
| 8 | XEL |
Xcel Energy Inc
|
3,020 | $242,506 |
All Filings in AEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,285 | 2,575 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $246,430 | 1,880 | Shares | Sole | 2026-05-05 | |
| 2024-12-31 | $393,822 | 4,270 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $475,038 | 4,630 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $421,590 | 4,805 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $441,262 | 5,125 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $395,947 | 4,875 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $280,194 | 3,725 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,423,949 | 28,788 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,675,378 | 29,403 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,635,337 | 27,755 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,409,880 | 27,876 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,779,861 | 28,975 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,779,791 | 27,862 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,345,427 | 26,362 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,285,947 | 28,159 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,384,930 | 28,194 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,437,920 | 28,783 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||