MKT Advisors LLC

Position in AEP — American Electric Power Co Inc

CIK 1906802 CARLSBAD, CA

Position in AEP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$611,403

-$63,396 QoQ

Shares Held

4,469

-13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,020

of 1,965 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MKT Advisors LLC holds $2,128,246 across 5 Utilities - Regulated Electric names. AEP ranks #1 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	4,469	$611,403
2	NEE	Nextera Energy Inc	5,833	$511,962
3	PPL	PPL Corp	10,877	$395,378
4	SO	Southern Co	3,702	$354,318
5	DUK	Duke Energy CORP	2,016	$255,185

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$611,403	4,469	-13.2%	Shares	Sole	2026-07-09
2026-03-31	$674,799	5,148	-17.8%	Shares	Sole	2026-04-10
2025-12-31	$721,955	6,261	-0.1%	Shares	Sole	2026-01-08
2025-09-30	$704,925	6,266	-6.7%	Shares	Sole	2025-10-17
2025-06-30	$696,540	6,713	+0.0%	Shares	Sole	2025-07-16
2025-03-31	$733,310	6,711	-1.4%	Shares	Sole	2025-04-11
2024-12-31	$627,994	6,809	-4.2%	Shares	Sole	2025-01-21
2024-09-30	$729,178	7,107	-15.4%	Shares	Sole	2024-10-07
2024-06-30	$737,191	8,402	+0.1%	Shares	Sole	2024-07-12
2024-03-31	$722,637	8,393	-0.9%	Shares	Sole	2024-04-15
2023-12-31	$687,933	8,470	+0.2%	Shares	Sole	2024-01-16
2023-09-30	$635,759	8,452	+1.0%	Shares	Sole	2023-10-12
2023-06-30	$704,922	8,372	-20.5%	Shares	Sole	2023-08-01
2023-03-31	$958,761	10,537	-2.7%	Shares	Sole	2023-04-10
2022-12-31	$1,027,738	10,824	-2.4%	Shares	Sole	2023-01-19
2022-09-30	$958,903	11,092	-0.4%	Shares	Sole	2022-10-20
2022-06-30	$1,068,579	11,138	-0.1%	Shares	Sole	2022-08-09
2022-03-31	$1,111,836	11,144	+36.1%	Shares	Sole	2022-05-16
2021-12-31	$728,575	8,189	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.