Soltis Investment Advisors LLC

Position in AEP — American Electric Power Co Inc

CIK 1802530 ST. GEORGE, UT

Position in AEP

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

Position Value

$11,179,976

+$1,131,777 QoQ

Shares Held

81,719

+6.6% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#296

of 1,972 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Utilities · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $33,657,409 across 11 Utilities - Regulated Electric names. AEP ranks #1 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	81,719	$11,179,976
2	ETR	Entergy Corp /De/	80,942	$9,296,998
3	ES	Eversource Energy	118,065	$8,532,557
4	NEE	Nextera Energy Inc	12,312	$1,080,624
5	DUK	Duke Energy CORP	7,233	$915,553
6	EIX	Edison International	8,713	$648,682
7	PCG	PG&E Corp	33,284	$559,836
8	SO	Southern Co	4,681	$448,018

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,179,976	81,719	+6.6%	Shares	Sole	2026-07-31
2026-03-31	$10,048,199	76,657	+4.8%	Shares	Sole	2026-04-27
2025-12-31	$8,431,467	73,120	+5.0%	Shares	Sole	2026-04-02
2025-09-30	$7,835,962	69,653	+4.6%	Shares	Sole	2025-11-12
2025-06-30	$6,907,925	66,576	+6.9%	Shares	Sole	2025-08-06
2025-03-31	$6,802,713	62,256	-0.2%	Shares	Sole	2025-05-13
2024-12-31	$5,750,817	62,353	+61.9%	Shares	Sole	2025-01-29
2024-09-30	$3,952,562	38,524	-46.5%	Shares	Sole	2025-01-03
2024-06-30	$6,316,665	71,993	+2.7%	Shares	Sole	2024-08-12
2024-03-31	$6,036,987	70,116	+0.3%	Shares	Sole	2024-05-29
2023-12-31	$5,679,146	69,923	+46.3%	Shares	Sole	2024-01-26
2023-09-30	$3,594,387	47,785	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.