Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Position in AEP — American Electric Power Co Inc

CIK 1748861 CONCORD, MA

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Position in AEP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,901,385

+$48,045 QoQ

Shares Held

13,898

-1.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#653

of 1,972 holders

Holding Since

Jun 2020

25 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, 2026

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $17,442,305 across 12 Utilities - Regulated Electric names. AEP ranks #6 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	34,797	$3,330,420
2	NEE	Nextera Energy Inc	28,896	$2,536,201
3	DUK	Duke Energy CORP	18,245	$2,309,452
4	AEE	Ameren Corp	18,695	$2,113,282
5	PEG	Public Service Enterprise Group Inc	23,862	$1,936,639
6	AEP	American Electric Power Co Inc This page	13,898	$1,901,385
7	NGG	National Grid PLC	12,102	$1,002,892
8	D	Dominion Energy, Inc	9,833	$671,495

All Filings in AEP

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,901,385	13,898	-1.7%	Shares	Sole	2026-07-09
2026-03-31	$1,853,340	14,139	+18.1%	Shares	Sole	2026-05-05
2025-12-31	$1,379,914	11,967	+18.8%	Shares	Sole	2026-02-13
2025-09-30	$1,133,325	10,074	+72.4%	Shares	Sole	2025-10-24
2025-06-30	$606,373	5,844	-63.3%	Shares	Sole	2025-08-04
2025-03-31	$1,739,250	15,917	+3.2%	Shares	Sole	2025-04-21
2024-12-31	$1,422,463	15,423	+2.7%	Shares	Sole	2025-02-07
2024-09-30	$1,540,949	15,019	+0.2%	Shares	Sole	2024-10-24
2024-06-30	$1,315,310	14,991	-1.6%	Shares	Sole	2024-07-24
2024-03-31	$1,311,303	15,230	+12.5%	Shares	Sole	2024-04-30
2023-12-31	$1,099,312	13,535	+17.1%	Shares	Sole	2024-01-30
2023-09-30	$869,693	11,562	+24.0%	Shares	Sole	2023-11-13
2023-06-30	$785,333	9,327	+7.6%	Shares	Sole	2023-08-14
2023-03-31	$788,974	8,671	+13.5%	Shares	Sole	2023-04-27
2022-12-31	$725,418	7,640	+3.5%	Shares	Sole	2023-02-01
2022-09-30	$638,173	7,382	-17.7%	Shares	Sole	2022-10-27
2022-06-30	$860,869	8,973	-17.3%	Shares	Sole	2022-08-08
2022-03-31	$1,081,905	10,844	+11.9%	Shares	Sole	2022-04-28
2021-12-31	$862,208	9,691	+51.6%	Shares	Sole	2022-01-28
2021-09-30	$518,983	6,393	+3.7%	Shares	Sole	2021-11-02
2021-06-30	$521,412	6,164	+0.4%	Shares	Sole	2021-07-22
2021-03-31	$520,142	6,141	+19.6%	Shares	Sole	2021-05-13
2020-12-31	$427,674	5,136	-3.7%	Shares	Sole	2021-02-02
2020-09-30	$436,029	5,335	+36.2%	Shares	Sole	2020-11-25
2020-06-30	$311,949	3,917	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.