Naviter Wealth, LLC

Position in AEP — American Electric Power Co Inc

CIK 1855567 LITTLE ROCK, AR

Position in AEP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$205,899

-$478,785 QoQ

Shares Held

1,505

-82.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,608

of 1,972 holders

Holding Since

Mar 2023

5 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

Naviter Wealth, LLC holds $6,160,821 across 4 Utilities - Regulated Electric names. AEP ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	35,006	$3,350,424
2	NGG	National Grid PLC	25,630	$2,123,958
3	NEE	Nextera Energy Inc	5,475	$480,540
4	AEP	American Electric Power Co Inc This page	1,505	$205,899

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,899	1,505	-82.1%	Shares	Sole	2026-08-07
2023-12-31	$684,684	8,430	-20.9%	Shares	Sole	2024-02-05
2023-09-30	$801,393	10,654	+30.0%	Shares	Sole	2023-11-14
2023-06-30	$690,187	8,197	-5.1%	Shares	Sole	2023-07-20
2023-03-31	$786,153	8,640	—	Shares	Sole	2023-04-12
No filing history on record for this holder in this stock.