Brendel Financial Advisors LLC

Position in AEP — American Electric Power Co Inc

CIK 1768065 HANOVER, NH

Position in AEP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$304,539

+$12,755 QoQ

Shares Held

2,226

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,373

of 1,972 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Brendel Financial Advisors LLC holds $5,957,039 across 4 Utilities - Regulated Electric names. AEP ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	54,368	$4,771,879
2	OGE	Oge Energy Corp.	12,000	$583,920
3	AEP	American Electric Power Co Inc This page	2,226	$304,539
4	SO	Southern Co	3,100	$296,701

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,539	2,226	0.0%	Shares	Sole	2026-07-31
2026-03-31	$291,784	2,226	-31.0%	Shares	Sole	2026-04-15
2025-12-31	$371,990	3,226	-2.1%	Shares	Sole	2026-01-26
2025-09-30	$370,575	3,294	-3.5%	Shares	Sole	2025-10-20
2025-06-30	$354,029	3,412	-9.9%	Shares	Sole	2025-07-11
2025-03-31	$413,696	3,786	0.0%	Shares	Sole	2025-04-22
2024-12-31	$349,182	3,786	0.0%	Shares	Sole	2025-01-14
2024-09-30	$388,443	3,786	0.0%	Shares	Sole	2024-10-09
2024-06-30	$332,183	3,786	0.0%	Shares	Sole	2024-07-15
2024-03-31	$325,974	3,786	0.0%	Shares	Sole	2024-04-30
2023-12-31	$307,498	3,786	-20.9%	Shares	Sole	2024-02-01
2023-03-31	$435,478	4,786	0.0%	Shares	Sole	2023-04-06
2022-06-30	$459,168	4,786	-0.5%	Shares	Sole	2022-07-26
2022-03-31	$479,694	4,808	+0.5%	Shares	Sole	2022-05-10
2021-12-31	$425,810	4,786	0.0%	Shares	Sole	2022-02-10
2021-06-30	$404,847	4,786	-1.0%	Shares	Sole	2021-07-21
2021-03-31	$409,609	4,836	0.0%	Shares	Sole	2021-04-14
2020-12-31	$402,693	4,836	-0.0%	Shares	Sole	2021-02-12
2020-09-30	$395,409	4,838	0.0%	Shares	Sole	2020-11-04
2020-06-30	$385,298	4,838	-1.5%	Shares	Sole	2020-07-30
2020-03-31	$393,021	4,914	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.