Bedel Financial Consulting, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1730511
INDIANAPOLIS, IN
Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$529,044
+$22,158 QoQ
Shares Held
3,867
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,089
of 1,972 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, 2026Bedel Financial Consulting, Inc. holds $3,696,670 across 8 Utilities - Regulated Electric names. AEP ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,182 | $805,904 | |
| 2 | DUK |
Duke Energy CORP
|
4,834 | $611,887 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
3,867 | $529,044 | |
| 4 | SO |
Southern Co
|
4,539 | $434,427 | |
| 5 | FE |
Firstenergy Corp
|
9,014 | $428,525 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
3,690 | $394,830 | |
| 7 | EVRG |
Evergy, Inc.
|
3,022 | $261,191 | |
| 8 | EXC |
Exelon Corp
|
4,952 | $230,862 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,044 | 3,867 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $506,886 | 3,867 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $445,903 | 3,867 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $435,037 | 3,867 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $401,239 | 3,867 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $422,547 | 3,867 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $356,653 | 3,867 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $397,164 | 3,871 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $312,968 | 3,567 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $307,118 | 3,567 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $289,711 | 3,567 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $249,504 | 3,317 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $285,690 | 3,393 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $233,844 | 2,570 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $322,165 | 3,393 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $293,324 | 3,393 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $325,524 | 3,393 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $338,519 | 3,393 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $301,875 | 3,393 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $275,443 | 3,393 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $287,013 | 3,393 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $287,387 | 3,393 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $199,265 | 2,393 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $195,579 | 2,393 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $190,578 | 2,393 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $192,431 | 2,406 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||