Center for Financial Planning, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1803557
SOUTHFIED, MI
Position in AEP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$410
-$4,317 QoQ
Shares Held
3
-92.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,965
of 1,972 holders
Holding Since
Mar 2020
5 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, 2026Center for Financial Planning, Inc. holds $5,352,802 across 18 Utilities - Regulated Electric names. AEP ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,543 | $3,031,839 | |
| 2 | DTE |
Dte Energy Co
|
6,545 | $997,261 | |
| 3 | ETR |
Entergy Corp /De/
|
3,164 | $363,417 | |
| 4 | DUK |
Duke Energy CORP
|
1,438 | $182,022 | |
| 5 | SO |
Southern Co
|
1,459 | $139,640 | |
| 6 | OGE |
Oge Energy Corp.
|
2,738 | $133,231 | |
| 7 | ES |
Eversource Energy
|
1,488 | $107,537 | |
| 8 | PPL |
PPL Corp
|
2,498 | $90,802 |
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410 | 3 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $4,727 | 41 | Shares | Sole | 2026-02-05 | |
| 2022-03-31 | $24,942 | 250 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,601 | 18 | Shares | Sole | 2022-02-08 | |
| 2020-03-31 | $13,836 | 173 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||