Latitude Advisors, LLC

Position in AEP — American Electric Power Co Inc

CIK 1843715 YORKVILLE, IL

Position in AEP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$423,563

+$76,201 QoQ

Shares Held

3,096

+16.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,204

of 1,972 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 46% Shared 8% None 46%

Utilities · as of Jun 30, 2026

Latitude Advisors, LLC holds $1,839,611 across 5 Utilities - Regulated Electric names. AEP ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	5,139	$650,494
2	AEP	American Electric Power Co Inc This page	3,096	$423,563
3	SO	Southern Co	3,058	$292,681
4	LNT	Alliant Energy Corp	3,529	$269,227
5	ETR	Entergy Corp /De/	1,773	$203,646

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,563	3,096	+16.8%	Shares	Sole	2026-07-28
2026-03-31	$347,362	2,650	-14.5%	Shares	Sole	2026-04-27
2025-12-31	$357,461	3,100	+12.6%	Shares	Sole	2026-01-27
2025-09-30	$309,825	2,754	+9.6%	Shares	Sole	2025-10-31
2025-06-30	$260,645	2,512	0.0%	Shares	Sole	2025-07-29
2025-03-31	$274,486	2,512	0.0%	Shares	Sole	2025-04-28
2024-12-31	$231,681	2,512	0.0%	Shares	Sole	2025-01-29
2024-09-30	$257,731	2,512	0.0%	Shares	Sole	2024-10-29
2024-06-30	$220,402	2,512	0.0%	Shares	Sole	2024-07-26
2024-03-31	$216,283	2,512	0.0%	Shares	Sole	2024-04-25
2023-12-31	$204,024	2,512	-1.3%	Shares	Sole	2024-01-30
2023-06-30	$214,204	2,544	0.0%	Shares	Sole	2023-07-26
2023-03-31	$231,478	2,544	0.0%	Shares	Sole	2023-04-27
2022-12-31	$241,552	2,544	0.0%	Shares	Sole	2023-01-27
2022-09-30	$219,928	2,544	-22.8%	Shares	Sole	2022-11-01
2022-06-30	$316,026	3,294	-66.4%	Shares	Sole	2022-07-28
2022-03-31	$979,541	9,818	+66.0%	Shares	Sole	2022-04-29
2021-12-31	$526,168	5,914	+15.6%	Shares	Sole	2022-01-18
2021-09-30	$415,154	5,114	+98.8%	Shares	Sole	2021-10-14
2021-06-30	$217,565	2,572	+0.5%	Shares	Sole	2021-07-20
2021-03-31	$216,832	2,560	0.0%	Shares	Sole	2021-04-14
2020-12-31	$213,171	2,560	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.