Pinion Investment Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1738738
WICHITA, KS
Position in AEP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$369,523
+$16,525 QoQ
Shares Held
2,701
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,269
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, 2026Pinion Investment Advisors, LLC holds $4,929,050 across 9 Utilities - Regulated Electric names. AEP ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,647 | $1,461,107 | |
| 2 | SO |
Southern Co
|
9,082 | $869,238 | |
| 3 | DTE |
Dte Energy Co
|
5,085 | $774,801 | |
| 4 | OGE |
Oge Energy Corp.
|
9,628 | $468,498 | |
| 5 | AEP |
American Electric Power Co Inc
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|
2,701 | $369,523 | |
| 6 | EVRG |
Evergy, Inc.
|
3,432 | $296,627 | |
| 7 | ETR |
Entergy Corp /De/
|
2,411 | $276,927 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
2,571 | $208,662 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,523 | 2,701 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $352,998 | 2,693 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $322,868 | 2,800 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $314,887 | 2,799 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $295,508 | 2,848 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $309,998 | 2,837 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $264,238 | 2,865 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $324,113 | 3,159 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $277,082 | 3,158 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $317,622 | 3,689 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $398,546 | 4,907 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $420,178 | 5,586 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $430,430 | 5,112 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $336,844 | 3,702 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $414,076 | 4,361 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $497,433 | 5,754 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $552,038 | 5,754 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $586,946 | 5,883 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $523,321 | 5,882 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $471,331 | 5,806 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $480,978 | 5,686 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $481,519 | 5,685 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $473,389 | 5,685 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $444,611 | 5,440 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $433,241 | 5,440 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $453,726 | 5,673 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||