BRANDYWINE OAK PRIVATE WEALTH LLC

Position in AEP — American Electric Power Co Inc

CIK 1764694 Kennett Square, PA

Position in AEP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,749,115

+$68,146 QoQ

Shares Held

12,785

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#670

of 1,972 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BRANDYWINE OAK PRIVATE WEALTH LLC holds $4,115,416 across 6 Utilities - Regulated Electric names. AEP ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	12,785	$1,749,115
2	NEE	Nextera Energy Inc	8,225	$721,908
3	WEC	Wec Energy Group, Inc.	3,791	$442,675
4	DUK	Duke Energy CORP	3,411	$431,764
5	SO	Southern Co	4,088	$391,262
6	PEG	Public Service Enterprise Group Inc	4,666	$378,692

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,749,115	12,785	-0.3%	Shares	Sole	2026-07-16
2026-03-31	$1,680,969	12,824	+0.4%	Shares	Sole	2026-04-20
2025-12-31	$1,473,546	12,779	0.0%	Shares	Sole	2026-02-03
2025-09-30	$1,437,637	12,779	-0.0%	Shares	Sole	2025-10-30
2025-06-30	$1,326,364	12,783	-0.0%	Shares	Sole	2025-07-24
2025-03-31	$1,397,016	12,785	-6.4%	Shares	Sole	2025-05-07
2024-12-31	$1,259,677	13,658	-2.3%	Shares	Sole	2025-01-27
2024-09-30	$1,433,732	13,974	0.0%	Shares	Sole	2024-11-07
2024-06-30	$1,226,078	13,974	-3.5%	Shares	Sole	2024-07-30
2024-03-31	$1,246,469	14,477	-0.6%	Shares	Sole	2024-05-07
2023-12-31	$1,183,050	14,566	-2.4%	Shares	Sole	2024-02-05
2023-09-30	$1,122,357	14,921	-2.5%	Shares	Sole	2023-11-14
2023-06-30	$1,288,512	15,303	-6.9%	Shares	Sole	2023-08-11
2023-03-31	$1,495,511	16,436	-2.9%	Shares	Sole	2023-05-10
2022-12-31	$1,606,459	16,919	-7.2%	Shares	Sole	2023-02-06
2022-09-30	$1,576,934	18,241	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$1,761,074	18,356	0.0%	Shares	Sole	2022-07-22
2022-03-31	$1,831,378	18,356	-2.6%	Shares	Sole	2022-05-02
2021-12-31	$1,677,084	18,850	-4.5%	Shares	Sole	2022-02-07
2021-09-30	$1,601,600	19,729	-2.4%	Shares	Sole	2021-10-18
2021-06-30	$1,710,325	20,219	-1.9%	Shares	Sole	2021-08-09
2021-03-31	$1,744,904	20,601	-3.6%	Shares	Sole	2021-05-06
2020-12-31	$1,779,479	21,370	-0.2%	Shares	Sole	2021-02-08
2020-09-30	$1,750,002	21,412	-4.0%	Shares	Sole	2020-10-16
2020-06-30	$1,777,166	22,315	-1.2%	Shares	Sole	2020-08-06
2020-03-31	$1,806,588	22,588	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.