Independent Advisor Alliance
Position in AEP — American Electric Power Co Inc
CIK 1696899
CHARLOTTE, NC
Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,658,679
+$614,581 QoQ
Shares Held
48,671
+5.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#387
of 1,968 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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. AEP ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
26,077 | $3,045,010 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,658,679 | 48,671 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,044,098 | 46,110 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,082,402 | 44,076 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,118,187 | 45,495 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,767,213 | 36,307 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,189,411 | 38,340 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,270,751 | 35,463 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,063,635 | 29,860 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,684,755 | 30,599 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,165,415 | 25,150 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,964,549 | 24,188 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,679,060 | 22,322 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $575,338 | 6,833 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $737,746 | 8,108 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,899,094 | 20,001 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,690,875 | 19,559 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $707,269 | 7,372 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $699,188 | 7,008 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $572,966 | 6,440 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $521,094 | 6,419 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $488,930 | 5,780 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $522,853 | 6,173 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $416,932 | 5,007 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $448,207 | 5,484 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $459,602 | 5,771 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $605,368 | 7,569 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||