Claro Advisors Inc.

Position in AEP — American Electric Power Co Inc

CIK 1764386 BOSTON, MA

Position in AEP

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

Position Value

$1,777,709

+$86,909 QoQ

Shares Held

12,994

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#668

of 1,972 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Claro Advisors Inc. holds $6,409,172 across 8 Utilities - Regulated Electric names. AEP ranks #1 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	12,994	$1,777,709
2	DUK	Duke Energy CORP	12,181	$1,541,870
3	SO	Southern Co	9,987	$955,855
4	ES	Eversource Energy	10,661	$770,470
5	NEE	Nextera Energy Inc	4,855	$426,123
6	XEL	Xcel Energy Inc	4,581	$367,854
7	EIX	Edison International	4,739	$352,818
8	PCG	PG&E Corp	12,870	$216,473

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,777,709	12,994	+0.7%	Shares	Sole	2026-07-30
2026-03-31	$1,690,800	12,899	+1.0%	Shares	Sole	2026-04-21
2025-12-31	$1,472,739	12,772	+0.8%	Shares	Sole	2026-02-17
2025-09-30	$1,425,937	12,675	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$1,296,273	12,493	+3.9%	Shares	Sole	2025-08-05
2025-03-31	$1,313,753	12,023	+2.2%	Shares	Sole	2025-05-12
2024-12-31	$1,085,178	11,766	-3.9%	Shares	Sole	2025-01-13
2024-09-30	$1,255,824	12,240	+7.8%	Shares	Sole	2024-11-07
2024-06-30	$996,287	11,355	+3.0%	Shares	Sole	2024-07-31
2024-03-31	$949,338	11,026	+1.5%	Shares	Sole	2024-04-18
2023-12-31	$882,292	10,863	-14.5%	Shares	Sole	2024-01-22
2023-09-30	$956,121	12,711	+3.8%	Shares	Sole	2023-10-10
2023-06-30	$1,030,776	12,242	-1.1%	Shares	Sole	2023-08-08
2023-03-31	$1,125,819	12,373	+1.1%	Shares	Sole	2023-04-17
2022-12-31	$1,162,567	12,244	-0.1%	Shares	Sole	2023-03-13
2022-09-30	$1,059,877	12,260	0.0%	Shares	Sole	2022-11-18
2022-06-30	$1,176,224	12,260	+2.3%	Shares	Sole	2022-08-12
2022-03-31	$1,195,444	11,982	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,066,038	11,982	+0.8%	Shares	Sole	2022-02-14
2021-09-30	$964,986	11,887	-2.2%	Shares	Sole	2021-11-15
2021-06-30	$1,028,614	12,160	+0.7%	Shares	Sole	2021-08-13
2021-03-31	$1,022,329	12,070	+0.3%	Shares	Sole	2021-05-17
2020-12-31	$1,001,654	12,029	+0.6%	Shares	Sole	2021-02-12
2020-09-30	$977,572	11,961	+3.6%	Shares	Sole	2020-11-16
2020-06-30	$919,125	11,541	+0.9%	Shares	Sole	2020-08-14
2020-03-31	$914,651	11,436	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.