Founders Financial Alliance, LLC
Position in AEP — American Electric Power Co Inc
CIK 1832190
RALEIGH, NC
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,646,508
+$93,735 QoQ
Shares Held
12,035
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#687
of 1,972 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Founders Financial Alliance, LLC holds $13,122,470 across 6 Utilities - Regulated Electric names. AEP ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
61,987 | $7,846,314 | |
| 2 | NEE |
Nextera Energy Inc
|
20,321 | $1,783,574 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
12,035 | $1,646,508 | |
| 4 | D |
Dominion Energy, Inc
|
15,655 | $1,069,079 | |
| 5 | SO |
Southern Co
|
4,728 | $452,516 | |
| 6 | ETR |
Entergy Corp /De/
|
2,825 | $324,479 |
All Filings in AEP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,646,508 | 12,035 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,552,773 | 11,846 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,329,985 | 11,534 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,196,100 | 10,632 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,050,466 | 10,124 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,094,557 | 10,017 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $913,907 | 9,909 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $964,953 | 9,405 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $812,209 | 9,257 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $822,771 | 9,556 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $696,461 | 8,575 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $569,791 | 7,575 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $826,086 | 9,811 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $713,088 | 7,837 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $855,594 | 9,011 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $776,580 | 8,983 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $796,973 | 8,307 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $879,971 | 8,820 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $718,699 | 8,078 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $709,023 | 8,734 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $738,204 | 8,727 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $739,760 | 8,734 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $713,527 | 8,569 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $654,974 | 8,014 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||