Strategic Wealth Partners, Ltd.

Position in AEP — American Electric Power Co Inc

CIK 1720777 INDEPENDENCE, OH

Position in AEP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$457,766

+$19,173 QoQ

Shares Held

3,346

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,162

of 1,972 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $17,023,311 across 20 Utilities - Regulated Electric names. AEP ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	158,209	$13,886,003
2	ETR	Entergy Corp /De/	8,321	$955,750
3	DUK	Duke Energy CORP	4,187	$529,990
4	AEP	American Electric Power Co Inc This page	3,346	$457,766
5	SO	Southern Co	4,109	$393,272
6	PEG	Public Service Enterprise Group Inc	4,779	$387,863
7	FE	Firstenergy Corp	1,789	$85,049
8	EVRG	Evergy, Inc.	877	$75,799

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,766	3,346	0.0%	Shares	Sole	2026-08-12
2026-03-31	$438,593	3,346	+3.4%	Shares	Sole	2026-05-12
2025-12-31	$373,143	3,236	+202.7%	Shares	Sole	2026-05-12
2025-09-30	$120,262	1,069	+44.3%	Shares	Sole	2025-11-14
2025-06-30	$76,886	741	-82.7%	Shares	Sole	2025-08-11
2023-12-31	$347,215	4,275	-80.8%	Shares	Sole	2024-05-20
2023-09-30	$1,671,237	22,218	-15.4%	Shares	Sole	2024-05-20
2023-06-30	$2,210,418	26,252	-0.9%	Shares	Sole	2024-05-20
2023-03-31	$2,409,506	26,481	-4.8%	Shares	Sole	2023-04-24
2022-12-31	$2,641,698	27,822	-5.8%	Shares	Sole	2023-04-24
2022-09-30	$2,554,078	29,544	-0.6%	Shares	Sole	2023-04-24
2022-06-30	$2,851,048	29,717	-1.7%	Shares	Sole	2022-08-22
2022-03-31	$3,015,348	30,223	-5.0%	Shares	Sole	2022-05-19
2021-12-31	$2,829,512	31,803	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.