Stiles Financial Services Inc
Position in AEP — American Electric Power Co Inc
CIK 1904832
EDINA, MN
Position in AEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$451,336
+$19,428 QoQ
Shares Held
3,299
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,169
of 1,968 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Stiles Financial Services Inc holds $12,443,546 across 8 Utilities - Regulated Electric names. AEP ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
46,310 | $3,718,693 | |
| 2 | DUK |
Duke Energy CORP
|
26,501 | $3,354,496 | |
| 3 | NEE |
Nextera Energy Inc
|
30,557 | $2,681,987 | |
| 4 | SO |
Southern Co
|
15,717 | $1,504,274 | |
| 5 | AEP |
American Electric Power Co Inc
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|
3,299 | $451,336 | |
| 6 | CMS |
Cms Energy Corp
|
3,396 | $259,794 | |
| 7 | EXC |
Exelon Corp
|
5,527 | $257,668 | |
| 8 | DTE |
Dte Energy Co
|
1,413 | $215,298 |
All Filings in AEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,336 | 3,299 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $431,908 | 3,295 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $377,524 | 3,274 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $365,625 | 3,250 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $334,729 | 3,226 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $310,217 | 2,839 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $261,195 | 2,832 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $287,793 | 2,805 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $222,245 | 2,533 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $214,905 | 2,496 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $201,669 | 2,483 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $203,427 | 2,416 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $215,464 | 2,368 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $222,752 | 2,346 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $201,082 | 2,326 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $221,525 | 2,309 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $228,573 | 2,291 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $202,495 | 2,276 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||