STRATEGIC PLANNING GROUP, LLC
Position in AEP — American Electric Power Co Inc
CIK 1875525
Bountiful, UT
Position in AEP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,291,207
+$575,202 QoQ
Shares Held
45,985
+5.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#396
of 1,972 holders
Holding Since
Dec 2023
4 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, 2026STRATEGIC PLANNING GROUP, LLC holds $12,409,198 across 2 Utilities - Regulated Electric names. AEP ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
45,985 | $6,291,207 | |
| 2 | DUK |
Duke Energy CORP
|
48,333 | $6,117,991 |
All Filings in AEP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,291,207 | 45,985 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,716,005 | 43,607 | Shares | Sole | 2026-04-22 | |
| 2024-03-31 | $1,303,295 | 15,137 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,034,255 | 12,734 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||