Tradewinds, LLC.

Position in AEP — American Electric Power Co Inc

CIK 1932342 RALEIGH, NC

Position in AEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$135,578

-$897,725 QoQ

Shares Held

991

-87.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,670

of 1,971 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Tradewinds, LLC. holds $5,294,430 across 7 Utilities - Regulated Electric names. AEP ranks #6 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	50,402	$3,441,952
2	ED	Consolidated Edison Inc	61,225	$560,482
3	EVRG	Evergy, Inc.	5,865	$506,911
4	EIX	Edison International	3,630	$270,253
5	OGE	Oge Energy Corp.	5,073	$246,852
6	AEP	American Electric Power Co Inc This page	991	$135,578
7	DUK	Duke Energy CORP	1,046	$132,402

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$135,578	991	-87.4%	Shares	Sole	2026-08-14
2026-03-31	$1,033,303	7,883	+0.9%	Shares	Sole	2026-05-04
2025-12-31	$901,147	7,815	-2.1%	Shares	Sole	2026-02-13
2025-09-30	$897,975	7,982	-1.8%	Shares	Sole	2025-10-29
2025-03-31	$888,146	8,128	-0.5%	Shares	Sole	2025-04-29
2024-12-31	$753,611	8,171	-1.1%	Shares	Sole	2025-02-12
2024-09-30	$847,783	8,263	-0.1%	Shares	Sole	2024-11-08
2024-06-30	$725,960	8,274	+4.2%	Shares	Sole	2024-08-14
2024-03-31	$683,547	7,939	-2.3%	Shares	Sole	2024-05-08
2023-09-30	$611,312	8,127	-0.7%	Shares	Sole	2023-11-06
2023-06-30	$689,092	8,184	+1.7%	Shares	Sole	2023-08-15
2023-03-31	$732,287	8,048	+0.8%	Shares	Sole	2023-04-06
2022-09-30	$690,130	7,983	+5.6%	Shares	Sole	2022-10-17
2022-06-30	$725,306	7,560	-5.4%	Shares	Sole	2022-08-15
2021-12-31	$710,692	7,988	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.