NORTHCAPE WEALTH MANAGEMENT, LLC

Position in AEP — American Electric Power Co Inc

CIK 1902806 WILLIAMSVILLE, NY

Position in AEP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$648,205

-$38,392 QoQ

Shares Held

4,738

-9.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,001

of 1,972 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NORTHCAPE WEALTH MANAGEMENT, LLC holds $12,232,248 across 5 Utilities - Regulated Electric names. AEP ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	35,082	$4,440,679
2	NEE	Nextera Energy Inc	50,399	$4,423,520
3	ES	Eversource Energy	34,672	$2,505,745
4	AEP	American Electric Power Co Inc This page	4,738	$648,205
5	ETR	Entergy Corp /De/	1,864	$214,099

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$648,205	4,738	-9.5%	Shares	Sole	2026-08-10
2026-03-31	$686,597	5,238	+0.3%	Shares	Sole	2026-05-01
2025-12-31	$602,379	5,224	-10.3%	Shares	Sole	2026-01-22
2025-09-30	$655,200	5,824	0.0%	Shares	Sole	2025-11-04
2025-06-30	$604,298	5,824	+0.4%	Shares	Sole	2025-08-05
2025-03-31	$633,547	5,798	0.0%	Shares	Sole	2025-04-25
2024-12-31	$534,749	5,798	0.0%	Shares	Sole	2025-01-31
2024-09-30	$594,874	5,798	0.0%	Shares	Sole	2024-11-06
2024-06-30	$508,716	5,798	-7.4%	Shares	Sole	2024-07-25
2024-03-31	$539,072	6,261	-0.7%	Shares	Sole	2024-04-30
2023-12-31	$512,254	6,307	-14.3%	Shares	Sole	2024-02-05
2023-09-30	$553,543	7,359	-23.8%	Shares	Sole	2023-11-06
2023-06-30	$813,624	9,663	-0.8%	Shares	Sole	2023-08-07
2023-03-31	$886,242	9,740	+130.5%	Shares	Sole	2023-05-15
2022-12-31	$401,258	4,226	-84.3%	Shares	Sole	2023-02-07
2022-09-30	$2,321,960	26,859	+1056.7%	Shares	Sole	2022-11-08
2022-03-31	$231,665	2,322	+1.5%	Shares	Sole	2022-04-18
2021-12-31	$203,474	2,287	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.