CRA Financial Services, LLC
Position in AEP — American Electric Power Co Inc
CIK 1765594
NORTHFIELD, NJ
Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$267,326
+$47,243 QoQ
Shares Held
1,954
+16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,453
of 1,968 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CRA Financial Services, LLC holds $5,147,447 across 7 Utilities - Regulated Electric names. AEP ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,334 | $2,486,875 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
13,158 | $1,067,903 | |
| 3 | DUK |
Duke Energy CORP
|
3,488 | $441,511 | |
| 4 | PPL |
PPL Corp
|
10,566 | $384,074 | |
| 5 | EXC |
Exelon Corp
|
6,308 | $294,078 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
1,954 | $267,326 | |
| 7 | SO |
Southern Co
|
2,149 | $205,680 |
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,326 | 1,954 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $220,083 | 1,679 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||