Riverwater Partners LLC

Position in AEP — American Electric Power Co Inc

CIK 1882572 Milwaukee, WI

Position in AEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$252,414

+$21,320 QoQ

Shares Held

1,845

+4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,492

of 1,972 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Riverwater Partners LLC holds $4,349,145 across 4 Utilities - Regulated Electric names. AEP ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNW	Pinnacle West Capital Corp	28,099	$3,006,593
2	NEE	Nextera Energy Inc	8,510	$746,922
3	EXC	Exelon Corp	7,362	$343,216
4	AEP	American Electric Power Co Inc This page	1,845	$252,414

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,414	1,845	+4.7%	Shares	Sole	2026-08-14
2026-03-31	$231,094	1,763	-1.8%	Shares	Sole	2026-05-08
2025-12-31	$206,981	1,795	-1.3%	Shares	Sole	2026-02-12
2025-09-30	$204,637	1,819	-1.5%	Shares	Sole	2025-10-31
2025-03-31	$201,821	1,847	-19.0%	Shares	Sole	2025-04-21
2023-03-31	$207,457	2,280	-5.5%	Shares	Sole	2023-04-12
2022-12-31	$229,019	2,412	+0.2%	Shares	Sole	2023-01-12
2022-09-30	$208,171	2,408	+1.0%	Shares	Sole	2022-11-08
2022-06-30	$228,625	2,383	-1.2%	Shares	Sole	2022-08-05
2022-03-31	$240,645	2,412	+4.1%	Shares	Sole	2022-05-02
2021-12-31	$206,143	2,317	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.