Avantra Family Wealth, Inc.

Position in AEP — American Electric Power Co Inc

CIK 1774744 MECHANICSBURG, PA

Position in AEP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$409,882

+$159,520 QoQ

Shares Held

2,996

+56.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,219

of 1,972 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avantra Family Wealth, Inc. holds $2,988,027 across 5 Utilities - Regulated Electric names. AEP ranks #5 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	4,470	$681,093
2	D	Dominion Energy, Inc	9,578	$654,081
3	NEE	Nextera Energy Inc	7,176	$629,837
4	EVRG	Evergy, Inc.	7,094	$613,134
5	AEP	American Electric Power Co Inc This page	2,996	$409,882

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$409,882	2,996	+56.9%	Shares	Sole	2026-07-29
2026-03-31	$250,362	1,910	-45.4%	Shares	Sole	2026-04-22
2025-12-31	$403,469	3,499	+2.0%	Shares	Sole	2026-01-21
2025-09-30	$385,762	3,429	+1.1%	Shares	Sole	2025-10-28
2025-06-30	$352,057	3,393	-0.1%	Shares	Sole	2025-07-23
2025-03-31	$370,971	3,395	-31.6%	Shares	Sole	2025-04-22
2024-12-31	$457,553	4,961	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.