LexAurum Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1729677
OVERLAND PARK, KS
Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$803,621
+$49,518 QoQ
Shares Held
5,874
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#915
of 1,972 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, 2026LexAurum Advisors, LLC holds $3,101,795 across 7 Utilities - Regulated Electric names. AEP ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
5,874 | $803,621 | |
| 2 | DUK |
Duke Energy CORP
|
3,584 | $453,662 | |
| 3 | LNT |
Alliant Energy Corp
|
5,847 | $446,067 | |
| 4 | NEE |
Nextera Energy Inc
|
4,938 | $433,408 | |
| 5 | EVRG |
Evergy, Inc.
|
4,894 | $422,988 | |
| 6 | SO |
Southern Co
|
3,089 | $295,648 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,036 | $246,401 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,621 | 5,874 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $754,103 | 5,753 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $578,137 | 5,139 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $533,222 | 5,139 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $564,488 | 5,166 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $482,916 | 5,236 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $480,681 | 4,685 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $410,710 | 4,681 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $456,071 | 5,297 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $359,236 | 4,423 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $339,843 | 4,518 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $307,666 | 3,654 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $362,504 | 3,984 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $377,901 | 3,980 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $343,725 | 3,976 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $377,332 | 3,933 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $415,342 | 4,163 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $370,471 | 4,164 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $405,656 | 4,997 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $422,442 | 4,994 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $422,653 | 4,990 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $415,184 | 4,986 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $407,178 | 4,982 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $396,447 | 4,978 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $397,900 | 4,975 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||