KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Position in AEP — American Electric Power Co Inc
CIK 1907480
IRVINE, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,499,437
-$48,748 QoQ
Shares Held
10,960
-7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#717
of 1,972 holders
Holding Since
Dec 2023
11 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, 2026KLEIN PAVLIS & PEASLEY FINANCIAL, INC. holds $5,725,114 across 4 Utilities - Regulated Electric names. AEP ranks #2 (26.2% of the industry book) .
All Filings in AEP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,499,437 | 10,960 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,548,185 | 11,811 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,301,965 | 11,291 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,123,875 | 9,990 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $905,721 | 8,729 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $525,916 | 4,813 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $414,850 | 4,498 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $467,137 | 4,553 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $390,793 | 4,454 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $358,692 | 4,166 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $342,423 | 4,216 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||