Valeo Financial Advisors, LLC

Position in AEP — American Electric Power Co Inc

CIK 1722641 CARMEL, IN

Position in AEP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$868,196

-$602 QoQ

Shares Held

6,346

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#887

of 1,968 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $11,524,962 across 14 Utilities - Regulated Electric names. AEP ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	26,287	$2,307,209
2	DUK	Duke Energy CORP	16,334	$2,067,557
3	SO	Southern Co	20,147	$1,928,269
4	ETR	Entergy Corp /De/	9,518	$1,093,237
5	AEP	American Electric Power Co Inc This page	6,346	$868,196
6	D	Dominion Energy, Inc	11,885	$811,626
7	ED	Consolidated Edison Inc	4,364	$482,789
8	NGG	National Grid PLC	5,274	$437,056

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$868,196	6,346	-4.3%	Shares	Sole	2026-07-08
2026-03-31	$868,798	6,628	-49.2%	Shares	Sole	2026-05-08
2025-12-31	$1,504,795	13,050	+7.1%	Shares	Sole	2026-02-04
2025-09-30	$1,370,812	12,185	-1.2%	Shares	Sole	2025-11-03
2025-06-30	$1,280,294	12,339	-4.6%	Shares	Sole	2025-09-12
2025-03-31	$1,412,970	12,931	-3.8%	Shares	Sole	2025-04-30
2024-12-31	$1,239,202	13,436	-1.8%	Shares	Sole	2025-01-30
2024-09-30	$1,404,286	13,687	-7.7%	Shares	Sole	2024-10-10
2024-06-30	$1,300,482	14,822	-9.2%	Shares	Sole	2024-07-10
2024-03-31	$1,404,721	16,315	-12.5%	Shares	Sole	2024-04-25
2023-12-31	$1,513,697	18,637	+166.4%	Shares	Sole	2024-01-29
2023-09-30	$526,163	6,995	+12.1%	Shares	Sole	2023-10-20
2023-06-30	$525,323	6,239	+7.2%	Shares	Sole	2023-07-14
2023-03-31	$529,379	5,818	+65.2%	Shares	Sole	2023-04-17
2022-12-31	$334,318	3,521	+45.1%	Shares	Sole	2023-02-09
2022-09-30	$209,814	2,427	-8.7%	Shares	Sole	2022-10-31
2022-06-30	$255,104	2,659	-8.9%	Shares	Sole	2022-08-03
2022-03-31	$291,328	2,920	+8.1%	Shares	Sole	2022-04-28
2021-12-31	$240,307	2,701	-5.6%	Shares	Sole	2022-01-07
2021-09-30	$232,255	2,861	+9.3%	Shares	Sole	2021-11-02
2021-06-30	$221,456	2,618	+0.1%	Shares	Sole	2021-07-22
2021-03-31	$221,490	2,615	+0.2%	Shares	Sole	2021-04-12
2020-12-31	$217,251	2,609	+10.0%	Shares	Sole	2021-02-11
2020-09-30	$193,863	2,372	-13.9%	Shares	Sole	2020-10-28
2020-06-30	$219,328	2,754	-3.3%	Shares	Sole	2020-07-20
2020-03-31	$227,703	2,847	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.