Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,884,633
+$419,234 QoQ
Shares Held
57,632
+1.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#352
of 1,968 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $42,967,821 across 22 Utilities - Regulated Electric names. AEP ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
93,428 | $8,941,993 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
57,632 | $7,884,633 | |
| 3 | NEE |
Nextera Energy Inc
|
71,299 | $6,257,913 | |
| 4 | PCG |
PG&E Corp
|
260,601 | $4,383,308 | |
| 5 | DUK |
Duke Energy CORP
|
23,201 | $2,936,782 | |
| 6 | EIX |
Edison International
|
20,342 | $1,514,461 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
12,616 | $1,473,170 | |
| 8 | ED |
Consolidated Edison Inc
|
10,521 | $1,163,938 |
All Filings in AEP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,884,633 | 57,632 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,465,399 | 56,953 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,496,429 | 30,322 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,487,275 | 30,998 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,144,965 | 30,310 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,483,418 | 31,879 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,743,104 | 29,742 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,090,475 | 20,375 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,747,693 | 19,919 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $936,337 | 10,875 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $862,393 | 10,618 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $818,995 | 10,888 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $917,695 | 10,899 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,072,135 | 11,783 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,091,545 | 11,496 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $891,213 | 10,309 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $733,365 | 7,644 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $738,198 | 7,399 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $589,337 | 6,624 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $372,210 | 4,585 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||