CFS Investment Advisory Services, LLC

Position in AEP — American Electric Power Co Inc

CIK 1845688 TOTOWA, NJ

Position in AEP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,137,164

+$61,260 QoQ

Shares Held

8,312

+1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#811

of 1,972 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $10,643,695 across 13 Utilities - Regulated Electric names. AEP ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	34,473	$3,025,695
2	DUK	Duke Energy CORP	10,565	$1,337,317
3	SO	Southern Co	13,138	$1,257,437
4	AEP	American Electric Power Co Inc This page	8,312	$1,137,164
5	PEG	Public Service Enterprise Group Inc	13,563	$1,100,773
6	ETR	Entergy Corp /De/	4,947	$568,212
7	XEL	Xcel Energy Inc	5,375	$431,612
8	ED	Consolidated Edison Inc	3,617	$400,148

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,137,164	8,312	+1.3%	Shares	Sole	2026-07-16
2026-03-31	$1,075,904	8,208	+0.3%	Shares	Sole	2026-04-29
2025-12-31	$943,581	8,183	+2.9%	Shares	Sole	2026-02-10
2025-09-30	$894,487	7,951	+40.1%	Shares	Sole	2025-10-31
2025-06-30	$589,045	5,677	+5.3%	Shares	Sole	2025-08-11
2025-03-31	$588,856	5,389	+1.5%	Shares	Sole	2025-05-12
2024-12-31	$489,464	5,307	+17.7%	Shares	Sole	2025-01-21
2024-09-30	$462,520	4,508	-1.4%	Shares	Sole	2024-11-12
2024-03-31	$393,649	4,572	+7.0%	Shares	Sole	2024-05-15
2023-12-31	$347,134	4,274	+10.8%	Shares	Sole	2024-02-13
2023-09-30	$290,123	3,857	-85.2%	Shares	Sole	2023-11-14
2022-03-31	$2,598,010	26,040	—	Shares	Sole	2022-05-27
No filing history on record for this holder in this stock.