Sound View Wealth Advisors Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 1784777
SAVANNAH, GA
Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,879,987
-$54,500 QoQ
Shares Held
21,051
-6.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#555
of 1,965 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $26,157,662 across 10 Utilities - Regulated Electric names. AEP ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
86,522 | $8,281,020 | |
| 2 | ED |
Consolidated Edison Inc
|
37,009 | $4,094,305 | |
| 3 | NEE |
Nextera Energy Inc
|
35,594 | $3,124,085 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
21,051 | $2,879,987 | |
| 5 | XEL |
Xcel Energy Inc
|
32,837 | $2,636,811 | |
| 6 | DUK |
Duke Energy CORP
|
20,061 | $2,539,321 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
12,907 | $1,047,532 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,784 | $792,167 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,879,987 | 21,051 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,934,487 | 22,387 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,619,612 | 22,718 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,557,575 | 22,734 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,393,950 | 23,072 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,378,917 | 21,771 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,972,799 | 21,390 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,191,125 | 21,356 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,751,816 | 19,966 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,746,452 | 20,284 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,735,996 | 21,374 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,548,704 | 20,589 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,726,436 | 20,504 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,880,399 | 20,666 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,029,461 | 21,374 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $1,659,061 | 19,191 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,879,656 | 19,592 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,945,115 | 19,496 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,731,356 | 19,460 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,543,800 | 19,017 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,620,490 | 19,157 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,686,122 | 19,907 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,671,728 | 20,076 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,800,593 | 22,031 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,833,233 | 23,019 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,939,195 | 24,246 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||