Beacon Financial Advisory LLC
Position in AEP — American Electric Power Co Inc
CIK 1800502
Cleveland, OH
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,362,901
+$122,754 QoQ
Shares Held
9,962
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#750
of 1,972 holders
Holding Since
Dec 2024
7 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, 2026Beacon Financial Advisory LLC holds $3,167,869 across 4 Utilities - Regulated Electric names. AEP ranks #2 (43.0% of the industry book) .
All Filings in AEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362,901 | 9,962 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,240,147 | 9,461 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,074,227 | 9,316 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,181,925 | 10,506 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,086,989 | 10,476 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,086,690 | 9,945 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $904,960 | 9,812 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||