Cape Investment Advisory, Inc.

Position in AEP — American Electric Power Co Inc

CIK 1944437 MCDONOUGH, GA

Position in AEP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$255,560

+$129,066 QoQ

Shares Held

1,868

+70.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,487

of 1,972 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $6,370,298 across 23 Utilities - Regulated Electric names. AEP ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	25,514	$2,441,943
2	DUK	Duke Energy CORP	8,559	$1,083,397
3	NGG	National Grid PLC	8,296	$687,489
4	NEE	Nextera Energy Inc	4,691	$411,728
5	AEP	American Electric Power Co Inc This page	1,868	$255,560
6	WEC	Wec Energy Group, Inc.	1,914	$223,496
7	ETR	Entergy Corp /De/	1,687	$193,768
8	EIX	Edison International	2,430	$180,912

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,560	1,868	+70.3%	Shares	Defined	2026-07-23
2025-12-31	$126,494	1,097	+706.6%	Shares	Sole	2026-02-17
2025-09-30	$15,299	136	-82.0%	Shares	Sole	2025-12-29
2025-06-30	$78,546	757	+0.1%	Shares	Sole	2025-08-19
2025-03-31	$82,608	756	+0.1%	Shares	Sole	2025-05-16
2024-12-31	$69,633	755	+0.4%	Shares	Sole	2025-02-05
2024-09-30	$77,155	752	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$65,892	751	+0.1%	Shares	Sole	2024-08-15
2024-03-31	$64,575	750	-57.7%	Shares	Sole	2024-06-21
2023-12-31	$144,084	1,774	+116.3%	Shares	Sole	2024-02-12
2023-09-30	$61,680	820	+14.0%	Shares	Sole	2023-11-07
2023-06-30	$60,539	719	-29.1%	Shares	Sole	2023-10-12
2023-03-31	$92,263	1,014	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.