Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,289,842
+$213,548 QoQ
Shares Held
9,428
+14.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#762
of 1,965 holders
Holding Since
Jun 2022
17 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, 2026Advisor OS, LLC holds $9,247,086 across 12 Utilities - Regulated Electric names. AEP ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
19,895 | $1,904,147 | |
| 2 | DUK |
Duke Energy CORP
|
13,356 | $1,690,600 | |
| 3 | AEP |
American Electric Power Co Inc
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|
9,428 | $1,289,842 | |
| 4 | LNT |
Alliant Energy Corp
|
15,314 | $1,168,304 | |
| 5 | NEE |
Nextera Energy Inc
|
8,149 | $715,235 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,521 | $527,915 | |
| 7 | ES |
Eversource Energy
|
5,804 | $419,454 | |
| 8 | D |
Dominion Energy, Inc
|
5,863 | $400,381 |
All Filings in AEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289,842 | 9,428 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,076,294 | 8,211 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $884,194 | 7,668 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $798,410 | 7,097 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $779,338 | 7,511 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $753,414 | 6,895 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $603,827 | 6,547 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $636,219 | 6,201 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $442,645 | 5,045 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $475,614 | 5,524 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $241,789 | 2,977 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $222,573 | 2,959 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $854,796 | 10,152 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,651,739 | 18,153 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,659,249 | 17,475 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,032,988 | 11,949 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $925,244 | 9,644 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||