SC&H Financial Advisors, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1907898
HUNT VALLEY, MD
Position in AEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$470,626
+$21,284 QoQ
Shares Held
3,440
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,144
of 1,972 holders
Holding Since
Dec 2021
16 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, 2026SC&H Financial Advisors, Inc. holds $1,227,677 across 3 Utilities - Regulated Electric names. AEP ranks #1 (38.3% of the industry book) .
All Filings in AEP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,626 | 3,440 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $449,342 | 3,428 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $393,898 | 3,416 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $382,837 | 3,403 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $393,976 | 3,797 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $413,368 | 3,783 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $203,643 | 2,208 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $226,540 | 2,208 | Shares | Sole | 2024-10-25 | |
| 2023-09-30 | $247,248 | 3,287 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $276,765 | 3,287 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $299,084 | 3,287 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $312,100 | 3,287 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $311,825 | 3,607 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $384,431 | 4,007 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $213,208 | 2,137 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $209,702 | 2,357 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||