Tradition Wealth Management, LLC

Position in AEP — American Electric Power Co Inc

CIK 1843010 EDINA, MN

Position in AEP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$392,644

+$15,134 QoQ

Shares Held

2,870

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,242

of 1,972 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $4,768,348 across 6 Utilities - Regulated Electric names. AEP ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	30,610	$2,457,983
2	SO	Southern Co	7,167	$685,953
3	NEE	Nextera Energy Inc	7,651	$671,528
4	AEP	American Electric Power Co Inc This page	2,870	$392,644
5	DUK	Duke Energy CORP	2,676	$338,728
6	WEC	Wec Energy Group, Inc.	1,897	$221,512

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$392,644	2,870	-0.3%	Shares	Sole	2026-08-11
2026-03-31	$377,510	2,880	+10.3%	Shares	Sole	2026-05-15
2025-12-31	$301,189	2,612	+5.0%	Shares	Sole	2026-02-11
2025-09-30	$279,900	2,488	+26.4%	Shares	Sole	2025-11-13
2025-03-31	$215,043	1,968	+429.0%	Shares	Sole	2025-05-14
2023-12-31	$30,213	372	+0.8%	Shares	Sole	2024-02-12
2023-09-30	$27,756	369	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$30,901	367	-13.0%	Shares	Sole	2023-08-14
2023-03-31	$38,397	422	+13.7%	Shares	Sole	2023-05-12
2022-12-31	$35,226	371	-4.9%	Shares	Sole	2023-02-03
2022-09-30	$33,715	390	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$37,128	387	+0.3%	Shares	Sole	2022-08-02
2022-03-31	$38,511	386	+37.9%	Shares	Sole	2022-05-11
2021-12-31	$24,911	280	0.0%	Shares	Sole	2022-02-14
2021-09-30	$22,730	280	0.0%	Shares	Sole	2021-11-12
2021-06-30	$23,685	280	-0.4%	Shares	Sole	2021-08-09
2021-03-31	$23,800	281	+0.4%	Shares	Sole	2021-05-14
2020-12-31	$23,315	280	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.