Elevated Capital Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1802387
SANDY, UT
Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$420,280
-$424,923 QoQ
Shares Held
3,072
-52.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,204
of 1,968 holders
Holding Since
Jun 2020
19 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, 2026Elevated Capital Advisors, LLC holds $5,330,892 across 25 Utilities - Regulated Electric names. AEP ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
8,140 | $555,880 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
3,072 | $420,280 | |
| 3 | CMS |
Cms Energy Corp
|
4,849 | $370,948 | |
| 4 | EIX |
Edison International
|
4,811 | $358,178 | |
| 5 | EXC |
Exelon Corp
|
7,543 | $351,654 | |
| 6 | FE |
Firstenergy Corp
|
7,351 | $349,466 | |
| 7 | ES |
Eversource Energy
|
4,742 | $342,704 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,775 | $324,036 |
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,280 | 3,072 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $845,203 | 6,448 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $817,547 | 7,090 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $806,400 | 7,168 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $848,653 | 8,179 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $893,719 | 8,179 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $733,966 | 7,958 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $819,363 | 7,986 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $719,292 | 8,198 | Shares | Sole | 2024-08-01 | |
| 2023-06-30 | $1,576,813 | 18,727 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $1,622,806 | 17,835 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,655,263 | 17,433 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,416,829 | 16,389 | Shares | Sole | 2022-10-06 | |
| 2022-03-31 | $1,460,433 | 14,638 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $973,916 | 11,997 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $847,000 | 10,000 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $815,962 | 9,799 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $855,222 | 10,464 | Shares | Sole | 2020-11-27 | |
| 2020-06-30 | $865,607 | 10,869 | Shares | Sole | 2020-09-11 | |
| No filing history on record for this holder in this stock. | ||||||