ELEVATION POINT WEALTH PARTNERS, LLC

Position in AEP — American Electric Power Co Inc

CIK 1744349 DENVER, CO

Position in AEP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,679,231

+$261,714 QoQ

Shares Held

26,893

+3.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#507

of 1,968 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $52,295,013 across 17 Utilities - Regulated Electric names. AEP ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	162,426	$14,256,130
2	SO	Southern Co	93,411	$8,940,366
3	ETR	Entergy Corp /De/	47,142	$5,414,730
4	XEL	Xcel Energy Inc	52,445	$4,211,333
5	AEP	American Electric Power Co Inc This page	26,893	$3,679,231
6	DUK	Duke Energy CORP	26,993	$3,416,773
7	NGG	National Grid PLC	24,642	$2,042,082
8	CNP	Centerpoint Energy Inc	37,382	$1,646,303

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,679,231	26,893	+3.1%	Shares	Sole	2026-08-12
2026-03-31	$3,417,517	26,072	+3.9%	Shares	Sole	2026-04-27
2025-12-31	$2,893,704	25,095	+3.1%	Shares	Sole	2026-02-12
2025-09-30	$2,738,250	24,340	+2126.9%	Shares	Sole	2025-11-14
2025-06-30	$113,409	1,093	-81.1%	Shares	Sole	2026-02-03
2022-06-30	$553,381	5,768	-2.3%	Shares	Sole	2022-08-02
2022-03-31	$589,042	5,904	+18.6%	Shares	Sole	2022-05-03
2021-12-31	$442,803	4,977	-15.2%	Shares	Sole	2022-02-02
2021-09-30	$476,445	5,869	-1.6%	Shares	Sole	2021-11-02
2021-06-30	$504,494	5,964	+3.0%	Shares	Sole	2021-08-04
2021-03-31	$490,667	5,793	-2.3%	Shares	Sole	2021-05-04
2020-12-31	$493,957	5,932	-4.7%	Shares	Sole	2021-02-12
2020-09-30	$508,524	6,222	+16.1%	Shares	Sole	2020-11-16
2020-06-30	$426,950	5,361	+0.1%	Shares	Sole	2020-07-09
2020-03-31	$428,372	5,356	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.