TRANSCEND CAPITAL ADVISORS, LLC
Position in AEP — American Electric Power Co Inc
CIK 1776082
MADISON, NJ
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,319,806
+$611,450 QoQ
Shares Held
9,647
+78.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#759
of 1,972 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $17,366,465 across 18 Utilities - Regulated Electric names. AEP ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,930 | $2,626,956 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
29,601 | $2,402,417 | |
| 3 | SO |
Southern Co
|
18,246 | $1,746,324 | |
| 4 | PCG |
PG&E Corp
|
96,842 | $1,628,882 | |
| 5 | EIX |
Edison International
|
20,803 | $1,548,783 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
9,647 | $1,319,806 | |
| 7 | ES |
Eversource Energy
|
13,214 | $954,975 | |
| 8 | ED |
Consolidated Edison Inc
|
7,944 | $878,844 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,319,806 | 9,647 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $708,356 | 5,404 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $466,313 | 4,044 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $893,250 | 7,940 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $642,170 | 6,189 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,480,975 | 22,705 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,010,337 | 21,797 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,270,025 | 22,125 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,964,410 | 22,389 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $1,878,615 | 21,819 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $328,210 | 4,041 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $369,706 | 4,915 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $772,787 | 9,178 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $836,471 | 9,193 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $891,960 | 9,394 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $917,839 | 10,617 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,367,145 | 14,250 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,392,988 | 13,962 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,119,331 | 12,581 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $993,074 | 12,233 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $757,503 | 8,955 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $481,096 | 5,680 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $904,811 | 10,866 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $342,366 | 4,189 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||