Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$437,518
+$116,726 QoQ
Shares Held
3,198
+15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,183
of 1,968 holders
Holding Since
Mar 2021
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, 2026IFG Advisory, LLC holds $24,443,019 across 26 Utilities - Regulated Electric names. AEP ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,679 | $10,975,927 | |
| 2 | DUK |
Duke Energy CORP
|
47,743 | $6,043,308 | |
| 3 | NEE |
Nextera Energy Inc
|
31,963 | $2,805,392 | |
| 4 | XEL |
Xcel Energy Inc
|
10,687 | $858,166 | |
| 5 | ETR |
Entergy Corp /De/
|
7,308 | $839,396 | |
| 6 | EVRG |
Evergy, Inc.
|
6,667 | $576,228 | |
| 7 | CNP |
Centerpoint Energy Inc
|
10,761 | $473,914 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
3,198 | $437,518 |
All Filings in AEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,518 | 3,198 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $320,792 | 2,782 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $312,075 | 2,774 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $260,437 | 2,510 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $273,830 | 2,506 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $233,618 | 2,533 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $218,384 | 2,489 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $201,750 | 2,484 | Shares | Sole | 2024-01-17 | |
| 2023-03-31 | $224,472 | 2,467 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $233,956 | 2,464 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $441,413 | 5,106 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $241,193 | 2,514 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $304,198 | 3,049 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $282,123 | 3,171 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $209,444 | 2,580 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $218,073 | 2,578 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $229,452 | 2,709 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||