Clarity Financial LLC

Position in AEP — American Electric Power Co Inc

CIK 1862145 Houston, TX

Position in AEP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$16,432,112

+$15,833,654 QoQ

Shares Held

120,109

+2214.2% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

2.41%

of 13F equity value

Holder Rank

#253

of 1,972 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clarity Financial LLC holds $17,272,856 across 2 Utilities - Regulated Electric names. AEP ranks #1 (95.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AEP	American Electric Power Co Inc This page	120,109	$16,432,112
2	DUK	Duke Energy CORP	6,642	$840,744

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,432,112	120,109	+2214.2%	Shares	Sole	2026-07-20
2025-12-31	$598,458	5,190	+3.8%	Shares	Sole	2026-01-28
2025-09-30	$562,725	5,002	+5.2%	Shares	Sole	2025-10-10
2025-06-30	$493,171	4,753	+9.0%	Shares	Sole	2025-07-18
2025-03-31	$476,307	4,359	-30.6%	Shares	Sole	2025-05-14
2024-12-31	$578,927	6,277	-5.3%	Shares	Sole	2025-01-23
2024-09-30	$679,725	6,625	-5.0%	Shares	Sole	2024-10-30
2024-06-30	$611,898	6,974	+4.3%	Shares	Sole	2024-07-30
2024-03-31	$575,836	6,688	-0.5%	Shares	Sole	2024-04-15
2023-12-31	$546,042	6,723	+10.9%	Shares	Sole	2024-01-12
2023-09-30	$455,833	6,060	-3.2%	Shares	Sole	2023-10-18
2023-06-30	$527,092	6,260	-12.9%	Shares	Sole	2023-07-20
2022-12-31	$682,690	7,190	+3.5%	Shares	Sole	2023-02-13
2022-09-30	$600,308	6,944	+5.3%	Shares	Sole	2022-11-10
2022-06-30	$632,820	6,596	+13.7%	Shares	Sole	2022-07-27
2022-03-31	$578,666	5,800	-0.3%	Shares	Sole	2022-04-18
2021-12-31	$517,805	5,820	+45.5%	Shares	Sole	2022-02-04
2021-06-30	$338,360	4,000	+58.4%	Shares	Sole	2021-08-13
2021-03-31	$213,867	2,525	—	Shares	Sole	2021-05-19
No filing history on record for this holder in this stock.