GREAT VALLEY ADVISOR GROUP, INC.
Position in AEP — American Electric Power Co Inc
CIK 1769897
WILMINGTON, DE
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$901,441
+$31,988 QoQ
Shares Held
6,589
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#879
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $34,687,942 across 16 Utilities - Regulated Electric names. AEP ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
148,665 | $13,048,327 | |
| 2 | SO |
Southern Co
|
35,373 | $3,385,549 | |
| 3 | ED |
Consolidated Edison Inc
|
30,001 | $3,319,010 | |
| 4 | ES |
Eversource Energy
|
36,083 | $2,607,718 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
21,968 | $2,565,203 | |
| 6 | ETR |
Entergy Corp /De/
|
18,427 | $2,116,525 | |
| 7 | XEL |
Xcel Energy Inc
|
20,713 | $1,663,253 | |
| 8 | EXC |
Exelon Corp
|
25,594 | $1,193,192 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $901,441 | 6,589 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $869,453 | 6,633 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $992,011 | 8,603 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $704,362 | 6,261 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $644,972 | 6,216 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $680,424 | 6,227 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $576,437 | 6,250 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $683,521 | 6,662 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $544,602 | 6,207 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $533,733 | 6,199 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $516,802 | 6,363 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $534,663 | 7,108 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $675,031 | 8,017 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $656,037 | 7,210 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $721,430 | 7,598 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $594,948 | 6,882 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $703,528 | 7,333 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $414,743 | 4,157 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $360,951 | 4,057 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $329,915 | 4,064 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $336,668 | 3,980 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $320,166 | 3,780 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $321,672 | 3,863 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $315,722 | 3,863 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $253,733 | 3,186 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $248,497 | 3,107 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||