Financial Advisors Network, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1697856
TUSTIN, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$519,878
+$76,697 QoQ
Shares Held
3,800
+12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,104
of 1,972 holders
Holding Since
Mar 2025
6 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, 2026Financial Advisors Network, Inc. holds $6,039,454 across 11 Utilities - Regulated Electric names. AEP ranks #6 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
6,043 | $705,641 | |
| 2 | DTE |
Dte Energy Co
|
4,505 | $686,426 | |
| 3 | ED |
Consolidated Edison Inc
|
6,023 | $666,324 | |
| 4 | DUK |
Duke Energy CORP
|
4,758 | $602,267 | |
| 5 | LNT |
Alliant Energy Corp
|
7,157 | $546,007 | |
| 6 | AEP |
American Electric Power Co Inc
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|
3,800 | $519,878 | |
| 7 | EXC |
Exelon Corp
|
10,830 | $504,894 | |
| 8 | XEL |
Xcel Energy Inc
|
6,267 | $503,240 |
All Filings in AEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,878 | 3,800 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $443,181 | 3,381 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $386,288 | 3,350 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $364,162 | 3,237 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $318,750 | 3,072 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $290,002 | 2,654 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||