Parcion Private Wealth LLC

Position in AEP — American Electric Power Co Inc

CIK 1801263 BELLEVUE, WA

Position in AEP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,146,194

+$92,442 QoQ

Shares Held

8,378

+4.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#805

of 1,965 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Parcion Private Wealth LLC holds $16,652,101 across 17 Utilities - Regulated Electric names. AEP ranks #7 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNW	Pinnacle West Capital Corp	24,076	$2,576,132
2	DUK	Duke Energy CORP	14,810	$1,874,649
3	EIX	Edison International	22,418	$1,669,020
4	PCG	PG&E Corp	97,381	$1,637,948
5	DTE	Dte Energy Co	8,651	$1,318,152
6	ES	Eversource Energy	17,969	$1,298,619
7	AEP	American Electric Power Co Inc This page	8,378	$1,146,194
8	ETR	Entergy Corp /De/	8,261	$948,858

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,146,194	8,378	+4.2%	Shares	Sole	2026-07-27
2026-03-31	$1,053,752	8,039	+6.8%	Shares	Sole	2026-04-22
2025-12-31	$868,053	7,528	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$843,974	7,502	+19.0%	Shares	Other	2025-10-14
2025-06-30	$653,894	6,302	+1.1%	Shares	Other	2025-07-30
2025-03-31	$681,407	6,236	0.0%	Shares	Sole	2025-05-02
2024-12-31	$575,146	6,236	0.0%	Shares	Sole	2025-02-03
2024-09-30	$639,813	6,236	+1.9%	Shares	Sole	2024-10-23
2024-06-30	$536,881	6,119	+0.1%	Shares	Sole	2024-08-06
2024-03-31	$526,071	6,110	-0.8%	Shares	Sole	2024-04-24
2023-12-31	$500,152	6,158	0.0%	Shares	Sole	2024-01-23
2023-09-30	$463,204	6,158	-0.5%	Shares	Sole	2023-10-27
2023-06-30	$520,945	6,187	-6.2%	Shares	Sole	2023-08-02
2023-03-31	$599,897	6,593	-11.8%	Shares	Sole	2023-05-11
2022-12-31	$709,751	7,475	-76.3%	Shares	Sole	2023-02-10
2022-09-30	$2,725,595	31,528	-1.5%	Shares	Sole	2022-10-14
2022-06-30	$3,071,423	32,014	-9.2%	Shares	Sole	2022-08-12
2022-03-31	$3,516,493	35,246	-25.9%	Shares	Sole	2022-05-06
2021-12-31	$4,234,527	47,595	-0.4%	Shares	Sole	2022-02-08
2021-09-30	$3,879,754	47,792	-2.0%	Shares	Sole	2021-11-15
2021-06-30	$4,124,185	48,755	+0.4%	Shares	Sole	2021-07-30
2021-03-31	$4,111,592	48,543	-2.8%	Shares	Sole	2021-04-08
2020-12-31	$4,157,920	49,933	+15.0%	Shares	Sole	2021-02-11
2020-09-30	$3,547,899	43,410	+357.3%	Shares	Sole	2020-10-20
2020-06-30	$756,022	9,493	+41.5%	Shares	Sole	2020-07-21
2020-03-31	$536,745	6,711	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.