S.A. Mason LLC

Position in AEP — American Electric Power Co Inc

CIK 1800911 HOLLAND, MI

Position in AEP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$195,638

+$8,194 QoQ

Shares Held

1,430

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,631

of 1,972 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

S.A. Mason LLC holds $2,603,088 across 6 Utilities - Regulated Electric names. AEP ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	14,510	$1,273,542
2	D	Dominion Energy, Inc	8,115	$554,173
3	SO	Southern Co	2,483	$237,647
4	AEP	American Electric Power Co Inc This page	1,430	$195,638
5	DTE	Dte Energy Co	1,215	$185,129
6	DUK	Duke Energy CORP	1,240	$156,959

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$195,638	1,430	0.0%	Shares	Sole	2026-07-31
2026-03-31	$187,444	1,430	0.0%	Shares	Sole	2026-04-27
2025-12-31	$164,893	1,430	0.0%	Shares	Sole	2026-01-29
2025-09-30	$160,875	1,430	0.0%	Shares	Sole	2025-10-14
2025-06-30	$148,376	1,430	0.0%	Shares	Sole	2025-07-14
2025-03-31	$156,256	1,430	-1.7%	Shares	Sole	2025-04-23
2024-12-31	$134,194	1,455	-0.7%	Shares	Sole	2025-01-24
2024-09-30	$150,309	1,465	0.0%	Shares	Sole	2024-10-25
2024-06-30	$128,539	1,465	0.0%	Shares	Sole	2024-07-10
2024-03-31	$126,136	1,465	0.0%	Shares	Sole	2024-04-15
2023-12-31	$118,987	1,465	0.0%	Shares	Sole	2024-01-17
2023-09-30	$110,197	1,465	-0.1%	Shares	Sole	2023-10-13
2023-06-30	$123,521	1,467	0.0%	Shares	Sole	2023-07-20
2023-03-31	$133,482	1,467	0.0%	Shares	Sole	2023-05-10
2022-12-31	$139,291	1,467	0.0%	Shares	Sole	2023-01-10
2022-09-30	$126,822	1,467	-0.3%	Shares	Sole	2022-10-20
2022-06-30	$141,223	1,472	+1.5%	Shares	Sole	2022-07-07
2022-03-31	$144,666	1,450	0.0%	Shares	Sole	2022-05-12
2021-12-31	$129,006	1,450	0.0%	Shares	Sole	2022-01-04
2021-09-30	$117,711	1,450	0.0%	Shares	Sole	2021-10-12
2021-06-30	$122,655	1,450	+1.4%	Shares	Sole	2021-07-07
2021-03-31	$121,121	1,430	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.