FIDUCIARY FINANCIAL GROUP, LLC

Position in AEP — American Electric Power Co Inc

CIK 1925420 SAN RAFAEL, CA

Position in AEP

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

Position Value

$468,984

+$17,283 QoQ

Shares Held

3,428

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,147

of 1,972 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FIDUCIARY FINANCIAL GROUP, LLC holds $1,946,936 across 5 Utilities - Regulated Electric names. AEP ranks #1 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	3,428	$468,984
2	ES	Eversource Energy	6,068	$438,534
3	DUK	Duke Energy CORP	3,427	$433,789
4	ED	Consolidated Edison Inc	3,476	$384,549
5	PPL	PPL Corp	6,082	$221,080

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468,984	3,428	-0.5%	Shares	Sole	2026-07-10
2026-03-31	$451,701	3,446	-4.6%	Shares	Sole	2026-04-13
2025-12-31	$416,615	3,613	+1.6%	Shares	Sole	2026-01-12
2025-09-30	$399,937	3,555	-1.2%	Shares	Sole	2025-10-10
2025-06-30	$373,432	3,599	+2.7%	Shares	Sole	2025-07-03
2025-03-31	$382,991	3,505	+0.7%	Shares	Sole	2025-04-15
2024-12-31	$321,144	3,482	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.