Biltmore Family Office, LLC
Family OfficePosition in AEP — American Electric Power Co Inc
CIK 1731123
CHARLOTTE, NC
Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$203,026
-$7,760 QoQ
Shares Held
1,484
-18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,622
of 1,972 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Biltmore Family Office, LLC holds $6,415,812 across 7 Utilities - Regulated Electric names. AEP ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
29,522 | $2,825,550 | |
| 2 | DUK |
Duke Energy CORP
|
14,429 | $1,826,422 | |
| 3 | NEE |
Nextera Energy Inc
|
9,013 | $791,071 | |
| 4 | ETR |
Entergy Corp /De/
|
2,840 | $326,202 | |
| 5 | ED |
Consolidated Edison Inc
|
2,198 | $243,164 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
1,484 | $203,026 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,716 | $200,377 |
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,026 | 1,484 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $210,786 | 1,828 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $275,400 | 2,448 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $310,449 | 2,992 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $343,107 | 3,140 | Shares | Sole | 2025-05-12 | |
| 2024-06-30 | $213,997 | 2,439 | Shares | Sole | 2024-08-07 | |
| 2023-03-31 | $214,736 | 2,360 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||