CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in AEP — American Electric Power Co Inc

CIK 1766904 RICHMOND, VA

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Position in AEP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$169,639

+$24,275 QoQ

Shares Held

1,240

+11.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,649

of 1,968 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in AEP Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,056,583 across 18 Utilities - Regulated Electric names. AEP ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	10,150	$890,860
2	WEC	Wec Energy Group, Inc.	4,507	$526,277
3	DUK	Duke Energy CORP	3,523	$445,935
4	PPL	PPL Corp	10,603	$385,413
5	SO	Southern Co	3,536	$338,425
6	AEP	American Electric Power Co Inc This page	1,240	$169,639
7	EVRG	Evergy, Inc.	1,842	$159,200
8	LNT	Alliant Energy Corp	1,914	$146,015

All Filings in AEP

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22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$169,639	1,240	+11.8%	Shares	Other	2026-07-17
2026-03-31	$145,364	1,109	-0.7%	Shares	Other	2026-04-29
2025-12-31	$128,797	1,117	-31.9%	Shares	Other	2026-02-09
2025-09-30	$184,499	1,640	+107.3%	Shares	Other	2025-11-10
2025-06-30	$82,071	791	+12.7%	Shares	Other	2025-08-13
2025-03-31	$76,703	702	+84.3%	Shares	Other	2025-05-09
2024-12-31	$35,137	381	-98.8%	Shares	Other	2025-02-14
2024-09-30	$3,165,618	30,854	+20.2%	Shares	Defined	2024-10-30
2024-06-30	$2,251,845	25,665	+7.8%	Shares	Other	2024-07-22
2024-03-31	$2,048,920	23,797	+0.1%	Shares	Defined	2024-04-30
2023-12-31	$1,929,949	23,762	-0.2%	Shares	Other	2024-02-07
2023-09-30	$1,790,235	23,800	+4.4%	Shares	Other	2023-11-13
2023-06-30	$1,919,928	22,802	-0.2%	Shares	Defined	2023-08-10
2023-03-31	$2,079,212	22,851	-0.4%	Shares	Defined	2023-05-12
2022-12-31	$2,179,007	22,949	+0.2%	Shares	Defined	2023-02-14
2022-09-30	$1,980,655	22,911	+27.8%	Shares	Sole	2022-11-14
2022-06-30	$1,720,204	17,930	+388.0%	Shares	Sole	2022-08-15
2022-03-31	$366,554	3,674	+47.8%	Shares	Sole	2022-05-16
2021-06-30	$210,290	2,486	+3.6%	Shares	Sole	2021-08-16
2021-03-31	$203,195	2,399	-78.8%	Shares	Sole	2021-05-17
2020-12-31	$940,617	11,296	+1230.5%	Shares	Sole	2021-02-12
2020-09-30	$69,388	849	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.