Trivium Point Advisory, LLC

Position in AEP — American Electric Power Co Inc

CIK 1766564 WILTON, CT

Position in AEP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,358,386

+$150,091 QoQ

Shares Held

9,929

+7.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#751

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

Trivium Point Advisory, LLC holds $22,219,573 across 15 Utilities - Regulated Electric names. AEP ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	97,174	$11,161,405
2	NEE	Nextera Energy Inc	26,323	$2,310,369
3	AEP	American Electric Power Co Inc This page	9,929	$1,358,386
4	FE	Firstenergy Corp	17,852	$848,684
5	D	Dominion Energy, Inc	12,142	$829,177
6	DTE	Dte Energy Co	5,150	$784,705
7	DUK	Duke Energy CORP	5,491	$695,050
8	ES	Eversource Energy	8,963	$647,756

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,358,386	9,929	+7.7%	Shares	Sole	2026-08-06
2026-03-31	$1,208,295	9,218	-15.2%	Shares	Sole	2026-04-21
2025-12-31	$1,252,843	10,865	-5.4%	Shares	Sole	2026-01-26
2025-09-30	$1,292,400	11,488	-3.3%	Shares	Sole	2025-11-12
2025-06-30	$1,232,357	11,877	-5.6%	Shares	Sole	2025-07-17
2025-03-31	$1,374,288	12,577	-6.1%	Shares	Sole	2025-05-13
2024-12-31	$1,234,867	13,389	-2.8%	Shares	Sole	2025-02-13
2024-09-30	$1,413,109	13,773	+1.4%	Shares	Sole	2024-11-14
2024-06-30	$1,191,947	13,585	-9.7%	Shares	Sole	2024-08-14
2024-03-31	$1,295,805	15,050	-13.2%	Shares	Sole	2024-05-15
2023-12-31	$1,408,598	17,343	-15.9%	Shares	Sole	2024-02-05
2023-09-30	$1,551,262	20,623	+0.7%	Shares	Sole	2023-10-12
2023-06-30	$1,723,995	20,475	-1.5%	Shares	Sole	2023-07-13
2023-03-31	$1,891,318	20,786	+4.3%	Shares	Sole	2023-04-12
2022-12-31	$1,891,498	19,921	+4.6%	Shares	Sole	2023-01-27
2022-09-30	$1,646,958	19,051	+1.4%	Shares	Sole	2022-11-09
2022-06-30	$1,802,328	18,786	+1.7%	Shares	Sole	2022-07-27
2022-03-31	$1,843,350	18,476	+7.7%	Shares	Sole	2022-05-16
2021-12-31	$1,526,369	17,156	+1.8%	Shares	Sole	2022-02-18
2021-09-30	$1,368,370	16,856	-5.0%	Shares	Sole	2021-11-15
2021-06-30	$1,501,134	17,746	-10.6%	Shares	Sole	2021-08-12
2021-03-31	$1,681,803	19,856	-8.8%	Shares	Sole	2021-05-14
2020-12-31	$1,812,454	21,766	-4.8%	Shares	Sole	2021-02-12
2020-09-30	$1,868,511	22,862	+6.9%	Shares	Sole	2020-11-10
2020-06-30	$1,703,181	21,386	+5.2%	Shares	Sole	2020-08-14
2020-03-31	$1,626,473	20,336	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.