BURKETT FINANCIAL SERVICES, LLC

Position in AEP — American Electric Power Co Inc

CIK 1762716 ROCK HILL, SC

Position in AEP

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$39,811

+$2,060 QoQ

Shares Held

291

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,796

of 1,972 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BURKETT FINANCIAL SERVICES, LLC holds $1,864,767 across 7 Utilities - Regulated Electric names. AEP ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,683	$1,478,834
2	DTE	Dte Energy Co	1,032	$157,245
3	D	Dominion Energy, Inc	1,663	$113,566
4	XEL	Xcel Energy Inc	831	$66,729
5	AEP	American Electric Power Co Inc This page	291	$39,811
6	SO	Southern Co	64	$6,125
7	NEE	Nextera Energy Inc	28	$2,457

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,811	291	+1.0%	Shares	Sole	2026-07-02
2026-03-31	$37,751	288	+0.7%	Shares	Sole	2026-04-01
2025-12-31	$32,978	286	+0.4%	Shares	Sole	2026-01-05
2025-09-30	$32,062	285	+1.1%	Shares	Sole	2025-11-24
2025-06-30	$29,260	282	+0.7%	Shares	Sole	2025-07-01
2025-03-31	$30,595	280	+1.1%	Shares	Sole	2025-04-11
2024-12-31	$25,547	277	+1.1%	Shares	Sole	2025-01-06
2024-09-30	$28,112	274	+0.7%	Shares	Sole	2024-10-08
2024-06-30	$23,865	272	+1.1%	Shares	Sole	2024-07-10
2024-03-31	$23,160	269	+0.7%	Shares	Sole	2024-04-01
2023-12-31	$21,685	267	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.