BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Position in AEP — American Electric Power Co Inc

CIK 1851395 Boca Raton, FL

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Position in AEP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$282,786

-$2,575 QoQ

Shares Held

2,067

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,409

of 1,968 holders

Holding Since

Dec 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AEP Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC holds $3,294,790 across 5 Utilities - Regulated Electric names. AEP ranks #5 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	14,599	$1,281,354
2	SO	Southern Co	8,372	$801,284
3	DUK	Duke Energy CORP	3,875	$490,497
4	ED	Consolidated Edison Inc	3,967	$438,869
5	AEP	American Electric Power Co Inc This page	2,067	$282,786

All Filings in AEP

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8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,786	2,067	-5.1%	Shares	Sole	2026-07-31
2026-03-31	$285,361	2,177	0.0%	Shares	Sole	2026-05-13
2025-12-31	$251,029	2,177	+4.1%	Shares	Sole	2026-02-06
2025-09-30	$235,350	2,092	-0.0%	Shares	Sole	2025-10-28
2025-06-30	$217,169	2,093	+5.9%	Shares	Sole	2025-07-17
2025-03-31	$216,026	1,977	0.0%	Shares	Sole	2025-05-07
2024-09-30	$202,840	1,977	+177.3%	Shares	Sole	2024-10-28
2020-12-31	$59,371	713	—	Shares	Sole	2021-03-19
No filing history on record for this holder in this stock.