Horizon Family Wealth, Inc.
Position in AEP — American Electric Power Co Inc
CIK 1910660
CHICAGO, IL
Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$555,995
+$62,741 QoQ
Shares Held
4,064
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,063
of 1,972 holders
Holding Since
Mar 2024
10 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, 2026Horizon Family Wealth, Inc. holds $555,995 across 1 Utilities - Regulated Electric name. AEP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
4,064 | $555,995 |
All Filings in AEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,995 | 4,064 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $493,254 | 3,763 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $347,428 | 3,013 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $336,262 | 2,989 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $307,544 | 2,964 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $476,417 | 4,360 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $356,929 | 3,870 | Shares | Other | 2025-02-11 | |
| 2024-09-30 | $387,417 | 3,776 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $324,111 | 3,694 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $315,555 | 3,665 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||