Charles Schwab Trust Co

Bank

Position in AEP — American Electric Power Co Inc

CIK 1789219 HENDERSON, NV

Position in AEP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$521,246

+$21,832 QoQ

Shares Held

3,810

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,103

of 1,972 holders

Holding Since

Mar 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Charles Schwab Trust Co holds $2,519,058 across 5 Utilities - Regulated Electric names. AEP ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	9,693	$850,754
2	AEP	American Electric Power Co Inc This page	3,810	$521,246
3	ED	Consolidated Edison Inc	4,300	$475,709
4	DUK	Duke Energy CORP	3,111	$393,790
5	SO	Southern Co	2,900	$277,559

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521,246	3,810	0.0%	Shares	Sole	2026-07-10
2026-03-31	$499,414	3,810	-0.8%	Shares	Sole	2026-04-10
2025-12-31	$442,790	3,840	+48.3%	Shares	Sole	2026-01-09
2025-09-30	$291,375	2,590	0.0%	Shares	Sole	2025-10-10
2025-06-30	$268,738	2,590	0.0%	Shares	Sole	2025-07-17
2025-03-31	$283,009	2,590	-30.8%	Shares	Sole	2025-04-10
2023-12-31	$304,168	3,745	0.0%	Shares	Sole	2024-01-10
2023-09-30	$281,698	3,745	-50.1%	Shares	Sole	2023-10-19
2021-06-30	$634,425	7,500	+111.1%	Shares	Sole	2021-08-04
2021-03-31	$300,854	3,552	—	Shares	Sole	2021-04-14
No filing history on record for this holder in this stock.