Bay Harbor Wealth Management, LLC

Position in AEP — American Electric Power Co Inc

CIK 1767989 Hunt Valley, MD

Position in AEP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$10,671

+$2,413 QoQ

Shares Held

+23.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,879

of 1,968 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $551,932 across 29 Utilities - Regulated Electric names. AEP ranks #8 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,088	$137,719
2	XEL	Xcel Energy Inc	1,089	$87,446
3	CNP	Centerpoint Energy Inc	1,754	$77,246
4	PPL	PPL Corp	2,067	$75,135
5	EXC	Exelon Corp	1,147	$53,473
6	NEE	Nextera Energy Inc	221	$19,397
7	SO	Southern Co	120	$11,485
8	AEP	American Electric Power Co Inc This page	78	$10,671

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,671	78	+23.8%	Shares	Other	2026-07-28
2026-03-31	$8,258	63	+43.2%	Shares	Other	2026-04-14
2025-12-31	$5,073	44	+51.7%	Shares	Other	2026-02-02
2025-09-30	$3,262	29	+20.8%	Shares	Other	2025-10-09
2025-06-30	$2,490	24	+100.0%	Shares	Sole	2025-07-22
2025-03-31	$1,311	12	-71.4%	Shares	Sole	2025-05-12
2021-09-30	$3,409	42	-80.8%	Shares	Other	2021-11-24
2021-06-30	$18,525	219	-53.4%	Shares	Other	2021-07-28
2021-03-31	$39,809	470	-23.9%	Shares	Other	2021-05-05
2020-12-31	$51,460	618	-27.6%	Shares	Other	2021-02-09
2020-09-30	$69,797	854	-1.7%	Shares	Other	2020-10-27
2020-06-30	$69,207	869	—	Shares	Other	2020-07-16
No filing history on record for this holder in this stock.