Apella Capital, LLC

Position in AEP — American Electric Power Co Inc

CIK 1801507 WEST HARTFORD, CT

Position in AEP

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,155,360

+$135,165 QoQ

Shares Held

8,445

+8.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#801

of 1,972 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Apella Capital, LLC holds $16,081,504 across 15 Utilities - Regulated Electric names. AEP ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	35,992	$3,159,017
2	SO	Southern Co	28,968	$2,772,527
3	DUK	Duke Energy CORP	15,585	$1,972,749
4	D	Dominion Energy, Inc	27,800	$1,898,462
5	AEP	American Electric Power Co Inc This page	8,445	$1,155,360
6	ED	Consolidated Edison Inc	8,618	$953,409
7	LNT	Alliant Energy Corp	11,528	$879,471
8	DTE	Dte Energy Co	5,173	$788,210

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,155,360	8,445	+8.5%	Shares	Sole	2026-07-08
2026-03-31	$1,020,195	7,783	+40.6%	Shares	Sole	2026-04-20
2025-12-31	$638,125	5,534	+12.0%	Shares	Sole	2026-01-21
2025-09-30	$555,975	4,942	+1.3%	Shares	Sole	2025-10-17
2025-06-30	$506,141	4,878	+5.8%	Shares	Sole	2025-07-08
2025-03-31	$503,734	4,610	+4.7%	Shares	Sole	2025-04-10
2024-12-31	$406,273	4,405	+3.1%	Shares	Sole	2025-01-14
2024-09-30	$438,307	4,272	+0.5%	Shares	Sole	2024-10-03
2024-06-30	$372,807	4,249	+1.1%	Shares	Sole	2024-07-10
2024-03-31	$361,792	4,202	+0.6%	Shares	Sole	2024-04-10
2023-12-31	$339,255	4,177	+43.0%	Shares	Sole	2024-01-05
2021-03-31	$247,493	2,922	-19.7%	Shares	Sole	2021-04-15
2020-12-31	$303,019	3,639	-16.6%	Shares	Sole	2021-02-18
2020-09-30	$356,669	4,364	0.0%	Shares	Sole	2020-10-22
2020-06-30	$347,548	4,364	0.0%	Shares	Sole	2020-07-20
2020-03-31	$349,032	4,364	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.