Pinnacle Wealth Planning Services, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1726752
MANSFIELD, OH
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$621,254
+$33,885 QoQ
Shares Held
4,541
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,013
of 1,968 holders
Holding Since
Mar 2020
17 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, 2026Pinnacle Wealth Planning Services, Inc. holds $5,803,793 across 35 Utilities - Regulated Electric names. AEP ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
6,772 | $648,148 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
4,541 | $621,254 | |
| 3 | NGG |
National Grid PLC
|
6,372 | $528,047 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
5,669 | $460,096 | |
| 5 | NEE |
Nextera Energy Inc
|
4,784 | $419,891 | |
| 6 | KEP |
Korea Electric Power Corp
|
30,442 | $368,348 | |
| 7 | ETR |
Entergy Corp /De/
|
3,078 | $353,539 | |
| 8 | DUK |
Duke Energy CORP
|
1,985 | $251,261 |
All Filings in AEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,254 | 4,541 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $587,369 | 4,481 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $504,481 | 4,375 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $470,475 | 4,182 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $423,133 | 4,078 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $262,794 | 2,405 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $304,824 | 2,971 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $253,480 | 2,889 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $248,742 | 2,889 | Shares | Sole | 2024-05-10 | |
| 2023-03-31 | $207,274 | 2,278 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $200,913 | 2,116 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $224,942 | 2,602 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $250,691 | 2,613 | Shares | Sole | 2022-08-03 | |
| 2020-12-31 | $106,584 | 1,280 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $274,693 | 3,361 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $240,910 | 3,025 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $300,884 | 3,762 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||