Strategic Investment Advisors / MI

Position in AEP — American Electric Power Co Inc

CIK 1760540 FARMINGTON HILLS, MI

Position in AEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$195,638

+$88,546 QoQ

Shares Held

1,430

+75.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,632

of 1,972 holders

Holding Since

Jun 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $14,065,737 across 16 Utilities - Regulated Electric names. AEP ranks #15 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	22,460	$1,672,147
2	ED	Consolidated Edison Inc	13,719	$1,517,732
3	PEG	Public Service Enterprise Group Inc	15,846	$1,286,061
4	PPL	PPL Corp	33,825	$1,229,538
5	DTE	Dte Energy Co	7,903	$1,204,180
6	FE	Firstenergy Corp	24,222	$1,151,513
7	WEC	Wec Energy Group, Inc.	9,717	$1,134,654
8	DUK	Duke Energy CORP	7,712	$976,184

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$195,638	1,430	+75.0%	Shares	Sole	2026-08-14
2026-03-31	$107,092	817	-84.2%	Shares	Sole	2026-05-18
2024-03-31	$444,103	5,158	+28.3%	Shares	Sole	2024-04-23
2023-12-31	$326,423	4,019	-28.3%	Shares	Sole	2024-01-10
2023-09-30	$421,758	5,607	+0.5%	Shares	Sole	2023-10-25
2023-06-30	$469,836	5,580	+2.1%	Shares	Sole	2023-08-14
2023-03-31	$497,351	5,466	+15.0%	Shares	Sole	2023-04-27
2022-12-31	$451,202	4,752	+32.8%	Shares	Sole	2023-01-20
2022-06-30	$343,369	3,579	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.