XML Financial, LLC

Position in AEP — American Electric Power Co Inc

CIK 1800465 BETHESDA, MD

Position in AEP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$342,025

+$14,325 QoQ

Shares Held

2,500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,312

of 1,968 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

XML Financial, LLC holds $6,759,077 across 7 Utilities - Regulated Electric names. AEP ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	38,517	$2,630,325
2	NEE	Nextera Energy Inc	14,964	$1,313,390
3	SO	Southern Co	13,443	$1,286,629
4	DUK	Duke Energy CORP	5,002	$633,153
5	AEP	American Electric Power Co Inc This page	2,500	$342,025
6	DTE	Dte Energy Co	2,000	$304,740
7	PPL	PPL Corp	6,845	$248,815

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$342,025	2,500	0.0%	Shares	Sole	2026-07-24
2026-03-31	$327,700	2,500	-21.6%	Shares	Sole	2026-04-16
2025-12-31	$367,492	3,187	+35.0%	Shares	Sole	2026-02-11
2025-09-30	$265,500	2,360	0.0%	Shares	Sole	2025-10-20
2025-06-30	$244,873	2,360	+5.6%	Shares	Sole	2025-07-17
2025-03-31	$244,218	2,235	-24.7%	Shares	Sole	2025-04-22
2024-12-31	$273,738	2,968	+1.6%	Shares	Sole	2025-01-17
2024-09-30	$299,694	2,921	+3.8%	Shares	Sole	2024-11-01
2024-06-30	$246,988	2,815	+0.2%	Shares	Sole	2024-07-22
2024-03-31	$241,854	2,809	-6.4%	Shares	Sole	2024-05-15
2023-12-31	$243,822	3,002	+7.6%	Shares	Sole	2024-02-14
2023-09-30	$209,939	2,791	+0.2%	Shares	Sole	2023-11-06
2023-06-30	$234,581	2,786	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.