OneAscent Financial Services LLC

Position in AEP — American Electric Power Co Inc

CIK 1780985 BIRMINGHAM, AL

Position in AEP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$828,521

+$56,460 QoQ

Shares Held

6,056

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#902

of 1,965 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

OneAscent Financial Services LLC holds $6,324,640 across 10 Utilities - Regulated Electric names. AEP ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	10,467	$1,001,796
2	DUK	Duke Energy CORP	7,493	$948,463
3	AEP	American Electric Power Co Inc This page	6,056	$828,521
4	XEL	Xcel Energy Inc	9,893	$794,407
5	NEE	Nextera Energy Inc	8,819	$774,043
6	EIX	Edison International	9,288	$691,491
7	ETR	Entergy Corp /De/	3,835	$440,488
8	WEC	Wec Energy Group, Inc.	3,021	$352,762

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$828,521	6,056	+2.8%	Shares	Sole	2026-08-11
2026-03-31	$772,061	5,890	+79.8%	Shares	Sole	2026-04-21
2025-09-30	$368,550	3,276	-36.9%	Shares	Sole	2025-10-22
2025-06-30	$538,721	5,192	-50.2%	Shares	Sole	2025-08-12
2025-03-31	$1,138,592	10,420	+103.6%	Shares	Sole	2025-05-05
2024-12-31	$471,940	5,117	+28.8%	Shares	Sole	2025-02-12
2024-09-30	$407,732	3,974	-27.5%	Shares	Sole	2024-11-07
2024-06-30	$481,253	5,485	-2.2%	Shares	Sole	2024-07-17
2024-03-31	$483,107	5,611	-3.6%	Shares	Sole	2024-04-16
2023-12-31	$472,537	5,818	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.