LEVEL FOUR ADVISORY SERVICES, LLC
Position in AEP — American Electric Power Co Inc
CIK 1696715
DALLAS, TX
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,551,699
+$221,237 QoQ
Shares Held
11,342
+11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#704
of 1,968 holders
Holding Since
Mar 2020
26 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,008,511 across 20 Utilities - Regulated Electric names. AEP ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,607 | $15,237,486 | |
| 2 | SO |
Southern Co
|
109,666 | $10,496,132 | |
| 3 | DUK |
Duke Energy CORP
|
42,015 | $5,318,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
32,268 | $3,767,934 | |
| 5 | D |
Dominion Energy, Inc
|
40,597 | $2,772,369 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
11,342 | $1,551,699 | |
| 7 | POR |
Portland General Electric Co /Or/
|
22,221 | $1,151,714 | |
| 8 | ETR |
Entergy Corp /De/
|
9,227 | $1,059,813 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,551,699 | 11,342 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,330,462 | 10,150 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,196,341 | 10,375 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,308,262 | 11,629 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,284,341 | 12,378 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,380,189 | 12,631 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,064,979 | 11,547 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,156,302 | 11,270 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,010,764 | 11,520 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,169,065 | 13,578 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,102,805 | 13,578 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $834,114 | 11,089 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,174,169 | 13,945 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,070,497 | 11,765 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,027,074 | 10,817 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $483,255 | 5,590 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $582,067 | 6,067 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $647,607 | 6,491 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $572,699 | 6,437 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $452,253 | 5,571 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $575,381 | 6,802 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $577,399 | 6,817 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $550,164 | 6,607 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $647,791 | 7,926 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $730,458 | 9,172 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $668,392 | 8,357 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||