CVA Family Office, LLC
Family OfficePosition in AEP — American Electric Power Co Inc
CIK 1802084
DENVER, CO
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$312,200
+$13,600 QoQ
Shares Held
2,282
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,352
of 1,972 holders
Holding Since
Mar 2020
25 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, 2026CVA Family Office, LLC holds $4,072,919 across 29 Utilities - Regulated Electric names. AEP ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,103 | $1,062,280 | |
| 2 | DUK |
Duke Energy CORP
|
5,477 | $693,278 | |
| 3 | AEE |
Ameren Corp
|
2,858 | $323,068 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
2,282 | $312,200 | |
| 5 | SO |
Southern Co
|
3,085 | $295,265 | |
| 6 | D |
Dominion Energy, Inc
|
3,546 | $242,156 | |
| 7 | ETR |
Entergy Corp /De/
|
1,357 | $155,865 | |
| 8 | ES |
Eversource Energy
|
1,579 | $114,114 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,200 | 2,282 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $298,600 | 2,278 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $234,540 | 2,034 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $243,450 | 2,164 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $224,536 | 2,164 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $233,509 | 2,137 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $193,314 | 2,096 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $203,968 | 1,988 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $171,268 | 1,952 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $172,802 | 2,007 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $179,171 | 2,206 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $105,081 | 1,248 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $93,082 | 1,023 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $129,321 | 1,362 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $82,300 | 952 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $89,416 | 932 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $85,502 | 857 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $74,912 | 842 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $97,984 | 1,207 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $91,103 | 1,077 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $71,317 | 842 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $28,894 | 347 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $98,648 | 1,207 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $27,635 | 347 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $27,753 | 347 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||