Larson Financial Group LLC
Position in AEP — American Electric Power Co Inc
CIK 1731061
ST LOUIS, MO
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,661,638
+$273,361 QoQ
Shares Held
19,455
+6.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#569
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)
Derivatives in AEP
reported options exposure · as of Mar 31, 2026CallValue
$870
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. AEP ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
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|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in AEP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,661,638 | 19,455 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,388,277 | 18,220 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $870 | 100 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $2,127,469 | 18,450 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,009,362 | 17,861 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,662,442 | 16,022 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,278,349 | 11,699 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,018,588 | 11,044 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $209,098 | 2,038 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $181,446 | 2,068 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $155,066 | 1,801 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $170,643 | 2,101 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $157,360 | 2,092 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $186,082 | 2,210 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $163,054 | 1,792 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $170,150 | 1,792 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $232,723 | 2,692 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,044 | 63 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,185 | 62 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,516 | 62 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,951 | 61 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $48,977 | 579 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,284 | 86 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,996 | 60 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $4,822 | 59 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $4,698 | 59 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $4,638 | 58 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||