Kestra Advisory Services, LLC
Position in AEP — American Electric Power Co Inc
CIK 1830819
AUSTIN, TX
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,886,539
-$394,402 QoQ
Shares Held
130,740
-6.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#240
of 1,968 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kestra Advisory Services, LLC holds $192,004,579 across 27 Utilities - Regulated Electric names. AEP ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
451,292 | $39,609,898 | |
| 2 | SO |
Southern Co
|
329,023 | $31,490,791 | |
| 3 | DUK |
Duke Energy CORP
|
206,360 | $26,121,048 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
130,740 | $17,886,539 | |
| 5 | ETR |
Entergy Corp /De/
|
96,851 | $11,124,305 | |
| 6 | ED |
Consolidated Edison Inc
|
68,203 | $7,545,297 | |
| 7 | D |
Dominion Energy, Inc
|
87,764 | $5,993,403 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
73,110 | $5,933,607 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,886,539 | 130,740 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $18,280,941 | 139,464 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,397,292 | 116,185 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,293,650 | 100,388 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,804,126 | 55,938 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,478,797 | 50,140 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,919,824 | 53,343 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,766,120 | 56,200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,000,127 | 56,988 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,107,486 | 47,706 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,688,687 | 45,416 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,459,518 | 45,992 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,982,660 | 47,300 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,603,931 | 39,608 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,375,594 | 56,615 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,228,096 | 48,908 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,789,787 | 60,348 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,397,262 | 44,074 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $4,001,692 | 44,978 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $3,679,158 | 45,321 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $3,709,440 | 43,852 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $3,649,807 | 43,091 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $3,633,736 | 43,638 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $2,353,742 | 28,799 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||