Sovereign Financial Group, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1846175
STAMFORD, CT
Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,113,907
+$56,092 QoQ
Shares Held
8,142
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#813
of 1,972 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sovereign Financial Group, Inc. holds $10,179,048 across 9 Utilities - Regulated Electric names. AEP ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,652 | $3,125,122 | |
| 2 | ED |
Consolidated Edison Inc
|
20,019 | $2,214,701 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
8,142 | $1,113,907 | |
| 4 | D |
Dominion Energy, Inc
|
14,284 | $975,454 | |
| 5 | NEE |
Nextera Energy Inc
|
9,747 | $855,494 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
10,072 | $817,443 | |
| 7 | DTE |
Dte Energy Co
|
3,150 | $479,965 | |
| 8 | DUK |
Duke Energy CORP
|
3,013 | $381,385 |
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,907 | 8,142 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,057,815 | 8,070 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $890,423 | 7,722 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $827,775 | 7,358 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $735,243 | 7,086 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $651,358 | 5,961 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $402,952 | 4,369 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $400,242 | 3,901 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $343,151 | 3,911 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $334,326 | 3,883 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $313,834 | 3,864 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $306,070 | 4,069 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $341,094 | 4,051 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $323,742 | 3,558 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $336,882 | 3,548 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $280,530 | 3,245 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $315,834 | 3,292 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $327,245 | 3,280 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $274,027 | 3,080 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||