Steward Partners Investment Advisory, LLC
Position in AEP — American Electric Power Co Inc
CIK 1723397
STAMFORD, CT
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,961,805
+$2,910,086 QoQ
Shares Held
182,456
+8.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#204
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, 2026Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. AEP ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
568,426 | $49,890,750 | |
| 2 | ETR |
Entergy Corp /De/
|
218,078 | $25,048,439 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
182,456 | $24,961,805 | |
| 4 | DUK |
Duke Energy CORP
|
196,991 | $24,935,120 | |
| 5 | SO |
Southern Co
|
174,167 | $16,669,523 | |
| 6 | D |
Dominion Energy, Inc
|
149,586 | $10,215,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,031 | $4,207,339 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
40,184 | $3,261,333 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,961,805 | 182,456 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $22,051,719 | 168,231 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,691,185 | 127,406 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,146,987 | 125,751 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,441,433 | 90,993 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,632,798 | 60,701 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,579,680 | 49,655 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,683,690 | 45,650 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,780,135 | 65,878 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,589,612 | 64,920 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,115,073 | 62,978 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,516,760 | 46,753 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,787,652 | 44,984 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,163,247 | 45,755 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,274,933 | 45,023 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,225,988 | 60,451 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,554,734 | 57,898 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,429,987 | 44,402 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,364,934 | 37,821 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,904,782 | 35,782 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,100,477 | 36,653 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,646,589 | 43,053 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,060,755 | 36,757 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,774,570 | 33,948 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,525,782 | 31,715 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,397,000 | 29,970 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||