William Allan Corp

Position in AEP — American Electric Power Co Inc

CIK 1910961 FORT COLLINS, CO

Position in AEP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$281,418

+$11,787 QoQ

Shares Held

2,057

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,416

of 1,972 holders

Holding Since

Dec 2021

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

William Allan Corp holds $1,539,939 across 3 Utilities - Regulated Electric names. AEP ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	9,556	$914,604
2	DUK	Duke Energy CORP	2,717	$343,917
3	AEP	American Electric Power Co Inc This page	2,057	$281,418

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,418	2,057	0.0%	Shares	Sole	2026-07-28
2026-03-31	$269,631	2,057	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$236,962	2,055	+13.5%	Shares	Sole	2026-02-12
2021-12-31	$161,035	1,810	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.