Mascoma Wealth Management LLC

Position in AEP — American Electric Power Co Inc

CIK 1695664 HANOVER, NH

Position in AEP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$83,864

+$3,775 QoQ

Shares Held

613

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,712

of 1,968 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Mascoma Wealth Management LLC holds $206,973 across 16 Utilities - Regulated Electric names. AEP ranks #1 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	613	$83,864
2	NEE	Nextera Energy Inc	480	$42,129
3	DTE	Dte Energy Co	214	$32,607
4	DUK	Duke Energy CORP	175	$22,151
5	EXC	Exelon Corp	188	$8,764
6	XEL	Xcel Energy Inc	81	$6,504
7	FTS	Fortis Inc.	91	$5,207
8	SO	Southern Co	22	$2,105

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$83,864	613	+0.3%	Shares	Sole	2026-07-24
2026-03-31	$80,089	611	0.0%	Shares	Sole	2026-04-30
2025-12-31	$70,454	611	-4.4%	Shares	Sole	2026-02-04
2025-09-30	$71,887	639	+6.5%	Shares	Sole	2025-10-28
2025-06-30	$62,256	600	0.0%	Shares	Sole	2025-07-22
2025-03-31	$65,562	600	0.0%	Shares	Sole	2025-04-24
2024-12-31	$55,338	600	0.0%	Shares	Sole	2025-02-10
2024-09-30	$61,560	600	0.0%	Shares	Sole	2024-11-05
2024-06-30	$52,644	600	+476.9%	Shares	Sole	2024-08-02
2023-03-31	$9,462	104	+5100.0%	Shares	Sole	2023-05-01
2022-12-31	$189	2	0.0%	Shares	Sole	2023-01-24
2022-09-30	$172	2	0.0%	Shares	Sole	2022-10-18
2022-06-30	$191	2	0.0%	Shares	Sole	2022-07-14
2022-03-31	$199	2	0.0%	Shares	Sole	2022-04-25
2021-12-31	$177	2	0.0%	Shares	Sole	2022-01-21
2021-09-30	$162	2	0.0%	Shares	Sole	2021-10-06
2021-03-31	$169	2	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.