Beacon Pointe Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1744317
NEWPORT BEACH, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$5,312,469
+$378,094 QoQ
Shares Held
38,831
+3.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#428
of 1,968 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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. AEP ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,312,469 | 38,831 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $4,934,375 | 37,644 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,494,962 | 21,637 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,055,375 | 18,270 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,032,347 | 19,587 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,111,424 | 19,323 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,824,678 | 19,784 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,092,527 | 20,395 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,023,459 | 23,062 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,188,059 | 25,413 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,947,899 | 23,983 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,000,701 | 26,598 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,060,458 | 24,471 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,758,907 | 30,321 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,362,179 | 35,410 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,261,618 | 26,161 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,220,147 | 23,141 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,442,868 | 24,485 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,206,166 | 13,557 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,336,466 | 16,463 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,151,016 | 13,607 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $427,904 | 5,052 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $433,586 | 5,207 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $484,005 | 5,922 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $462,788 | 5,811 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $350,632 | 4,384 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||