Patriot Financial Group Insurance Agency, LLC
InsurancePosition in AEP — American Electric Power Co Inc
CIK 1694883
Westborough, MA
Position in AEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,536,513
-$1,404,922 QoQ
Shares Held
11,231
-50.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#710
of 1,972 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $10,684,989 across 11 Utilities - Regulated Electric names. AEP ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,429 | $1,968,593 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
11,231 | $1,536,513 | |
| 3 | DUK |
Duke Energy CORP
|
10,020 | $1,268,331 | |
| 4 | ETR |
Entergy Corp /De/
|
10,146 | $1,165,369 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
9,188 | $1,072,882 | |
| 6 | SO |
Southern Co
|
9,943 | $951,644 | |
| 7 | EIX |
Edison International
|
11,893 | $885,433 | |
| 8 | D |
Dominion Energy, Inc
|
12,543 | $856,561 |
All Filings in AEP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,536,513 | 11,231 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,941,435 | 22,440 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,132,344 | 9,820 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,072,012 | 9,529 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $227,856 | 2,196 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $239,082 | 2,188 | Shares | Sole | 2025-04-14 | |
| 2022-06-30 | $107,164 | 1,117 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $118,426 | 1,187 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $157,654 | 1,772 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $165,769 | 2,042 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $164,696 | 1,947 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $143,058 | 1,689 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $127,319 | 1,529 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $22,475 | 275 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $13,140 | 165 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $13,196 | 165 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||