Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,002,954
-$439,581 QoQ
Shares Held
7,331
-33.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#838
of 1,968 holders
Holding Since
Mar 2020
25 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, 2026Keystone Financial Group holds $8,532,558 across 10 Utilities - Regulated Electric names. AEP ranks #5 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,585 | $1,593,009 | |
| 2 | D |
Dominion Energy, Inc
|
22,438 | $1,532,291 | |
| 3 | NEE |
Nextera Energy Inc
|
16,772 | $1,472,078 | |
| 4 | SO |
Southern Co
|
13,698 | $1,311,035 | |
| 5 | AEP |
American Electric Power Co Inc
This page
|
7,331 | $1,002,954 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,609 | $538,192 | |
| 7 | EVRG |
Evergy, Inc.
|
4,342 | $375,279 | |
| 8 | FE |
Firstenergy Corp
|
5,579 | $265,225 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,954 | 7,331 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,442,535 | 11,005 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,170,396 | 10,150 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,112,512 | 9,889 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,006,472 | 9,700 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,014,353 | 9,283 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $854,234 | 9,262 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $930,376 | 9,068 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $781,236 | 8,904 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $716,352 | 8,320 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $559,118 | 6,884 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $537,522 | 7,146 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $592,431 | 7,036 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $648,698 | 6,832 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $593,219 | 6,862 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $639,152 | 6,662 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $646,010 | 6,475 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $563,980 | 6,339 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $510,946 | 6,294 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $530,802 | 6,275 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $527,850 | 6,232 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $537,674 | 6,457 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $464,880 | 5,688 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $416,278 | 5,227 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $414,296 | 5,180 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||