BARNES PETTEY FINANCIAL ADVISORS, LLC
Position in AEP — American Electric Power Co Inc
CIK 1908288
CLARKSDALE, MS
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$436,150
+$18,267 QoQ
Shares Held
3,188
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,186
of 1,972 holders
Holding Since
Dec 2021
19 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, 2026BARNES PETTEY FINANCIAL ADVISORS, LLC holds $3,037,328 across 3 Utilities - Regulated Electric names. AEP ranks #2 (14.4% of the industry book) .
All Filings in AEP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,150 | 3,188 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $417,883 | 3,188 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $367,608 | 3,188 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $358,650 | 3,188 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $330,786 | 3,188 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $348,352 | 3,188 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $294,029 | 3,188 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $327,088 | 3,188 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $279,715 | 3,188 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $317,536 | 3,688 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $299,539 | 3,688 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $277,411 | 3,688 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $310,529 | 3,688 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $335,571 | 3,688 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $350,175 | 3,688 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $318,827 | 3,688 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $447,368 | 4,663 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $465,227 | 4,663 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $414,867 | 4,663 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||