Phoenix Wealth Advisors

Position in AEP — American Electric Power Co Inc

CIK 1842362 CHAPEL HILL, NC

Position in AEP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$364,461

+$38,334 QoQ

Shares Held

2,664

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,281

of 1,972 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Phoenix Wealth Advisors holds $5,526,185 across 7 Utilities - Regulated Electric names. AEP ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	22,075	$1,937,522
2	ETR	Entergy Corp /De/	16,007	$1,838,564
3	D	Dominion Energy, Inc	8,459	$577,665
4	AEP	American Electric Power Co Inc This page	2,664	$364,461
5	DUK	Duke Energy CORP	2,340	$296,197
6	EXC	Exelon Corp	5,503	$256,549
7	EVRG	Evergy, Inc.	2,953	$255,227

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,461	2,664	+7.1%	Shares	Sole	2026-08-03
2026-03-31	$326,127	2,488	0.0%	Shares	Sole	2026-04-22
2025-12-31	$286,891	2,488	+7.6%	Shares	Sole	2026-01-22
2025-09-30	$260,100	2,312	0.0%	Shares	Sole	2025-10-28
2025-06-30	$239,893	2,312	0.0%	Shares	Sole	2025-08-08
2025-03-31	$252,632	2,312	-0.4%	Shares	Sole	2025-05-14
2024-12-31	$214,065	2,321	+3.8%	Shares	Sole	2025-01-17
2022-06-30	$214,425	2,235	0.0%	Shares	Sole	2022-08-01
2022-03-31	$222,985	2,235	0.0%	Shares	Sole	2022-05-02
2021-09-30	$181,437	2,235	0.0%	Shares	Sole	2021-11-15
2021-06-30	$189,058	2,235	-52.8%	Shares	Sole	2021-07-23
2021-03-31	$400,715	4,731	-3.7%	Shares	Sole	2021-04-12
2020-12-31	$408,938	4,911	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.