Plan Group Financial, LLC

Position in AEP — American Electric Power Co Inc

CIK 1940033 OKLAHOMA CITY, OK

Position in AEP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,582,369

+$513,262 QoQ

Shares Held

26,185

+11.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#516

of 1,972 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Plan Group Financial, LLC holds $17,910,569 across 8 Utilities - Regulated Electric names. AEP ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	37,485	$3,587,689
2	AEP	American Electric Power Co Inc This page	26,185	$3,582,369
3	D	Dominion Energy, Inc	46,094	$3,147,759
4	DUK	Duke Energy CORP	24,369	$3,084,628
5	PPL	PPL Corp	81,333	$2,956,454
6	OGE	Oge Energy Corp.	15,000	$729,900
7	EIX	Edison International	7,403	$551,153
8	AEE	Ameren Corp	2,394	$270,617

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,582,369	26,185	+11.8%	Shares	Sole	2026-08-03
2026-03-31	$3,069,107	23,414	+9.4%	Shares	Sole	2026-04-13
2025-12-31	$2,467,979	21,403	+5.4%	Shares	Sole	2026-02-03
2025-09-30	$2,284,987	20,311	+14.4%	Shares	Sole	2025-10-27
2025-06-30	$1,842,051	17,753	+13.1%	Shares	Sole	2025-08-13
2025-03-31	$1,714,664	15,692	+42.3%	Shares	Sole	2025-05-09
2024-12-31	$1,017,020	11,027	+13.0%	Shares	Sole	2025-01-31
2024-09-30	$1,001,581	9,762	+9.8%	Shares	Sole	2024-10-22
2024-06-30	$779,745	8,887	+84.6%	Shares	Sole	2024-08-05
2024-03-31	$414,485	4,814	+47.2%	Shares	Sole	2024-04-26
2023-12-31	$265,589	3,270	+3.9%	Shares	Sole	2024-01-29
2023-09-30	$236,717	3,147	+30.6%	Shares	Sole	2023-11-13
2022-06-30	$231,119	2,409	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.