SageView Advisory Group, LLC

Position in AEP — American Electric Power Co Inc

CIK 1914558 NEWPORT BEACH, CA

Position in AEP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$600,322

-$34,367 QoQ

Shares Held

4,388

-9.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,031

of 1,972 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SageView Advisory Group, LLC holds $8,340,129 across 14 Utilities - Regulated Electric names. AEP ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	30,425	$2,077,723
2	NEE	Nextera Energy Inc	14,853	$1,303,647
3	DUK	Duke Energy CORP	5,562	$704,037
4	AEP	American Electric Power Co Inc This page	4,388	$600,322
5	EXC	Exelon Corp	12,168	$567,272
6	EIX	Edison International	6,461	$481,021
7	XEL	Xcel Energy Inc	5,852	$469,915
8	SO	Southern Co	4,814	$460,747

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$600,322	4,388	-9.4%	Shares	Sole	2026-08-10
2026-03-31	$634,689	4,842	-19.4%	Shares	Sole	2026-08-10
2025-12-31	$692,667	6,007	-3.5%	Shares	Sole	2026-02-17
2025-09-30	$700,425	6,226	+5.8%	Shares	Sole	2025-11-13
2025-06-30	$610,627	5,885	+2.4%	Shares	Sole	2025-08-13
2025-03-31	$628,193	5,749	-7.6%	Shares	Sole	2025-05-19
2024-12-31	$573,578	6,219	-6.8%	Shares	Sole	2025-02-13
2024-09-30	$684,752	6,674	-11.3%	Shares	Sole	2024-11-14
2024-06-30	$660,243	7,525	-31.3%	Shares	Sole	2024-08-15
2024-03-31	$942,881	10,951	-18.3%	Shares	Sole	2024-05-09
2023-12-31	$1,088,023	13,396	-7.8%	Shares	Sole	2024-03-06
2023-09-30	$1,092,720	14,527	-17.2%	Shares	Sole	2023-11-03
2023-06-30	$1,477,625	17,549	+4.2%	Shares	Sole	2023-08-11
2023-03-31	$1,531,907	16,836	+448.2%	Shares	Sole	2023-05-02
2022-12-31	$291,591	3,071	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.