Symphony Financial, Ltd. Co.
Position in AEP — American Electric Power Co Inc
CIK 1800687
HOUSTON, TX
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$461,460
+$137,693 QoQ
Shares Held
3,373
+36.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,160
of 1,978 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Symphony Financial, Ltd. Co. holds $11,637,930 across 12 Utilities - Regulated Electric names. AEP ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,997 | $3,686,076 | |
| 2 | DUK |
Duke Energy CORP
|
18,393 | $2,328,185 | |
| 3 | ED |
Consolidated Edison Inc
|
15,978 | $1,767,646 | |
| 4 | SO |
Southern Co
|
13,946 | $1,334,771 | |
| 5 | AEP |
American Electric Power Co Inc
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|
3,373 | $461,460 | |
| 6 | EIX |
Edison International
|
5,724 | $426,151 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
4,947 | $401,498 | |
| 8 | PCG |
PG&E Corp
|
17,835 | $299,984 |
All Filings in AEP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,460 | 3,373 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $323,767 | 2,470 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $242,381 | 2,102 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $372,487 | 3,311 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $336,078 | 3,239 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $251,326 | 2,725 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $283,073 | 2,759 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $245,145 | 2,794 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $256,922 | 2,984 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $281,995 | 3,472 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $292,342 | 3,472 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $297,628 | 3,271 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $414,931 | 4,370 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $524,665 | 6,069 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $549,832 | 5,731 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $601,313 | 6,027 | Shares | Sole | 2022-05-13 | |
| 2020-03-31 | $726,298 | 9,081 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||