Cyndeo Wealth Partners, LLC

Position in AEP — American Electric Power Co Inc

CIK 1950947 ST. PETERSBURG, FL

Position in AEP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$11,783,992

+$922,310 QoQ

Shares Held

86,134

+3.9% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#281

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

Cyndeo Wealth Partners, LLC holds $46,905,295 across 6 Utilities - Regulated Electric names. AEP ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	135,898	$11,927,767
2	AEP	American Electric Power Co Inc This page	86,134	$11,783,992
3	DTE	Dte Energy Co	73,387	$11,181,977
4	DUK	Duke Energy CORP	86,700	$10,974,486
5	SO	Southern Co	8,254	$789,990
6	XEL	Xcel Energy Inc	3,077	$247,083

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,783,992	86,134	+3.9%	Shares	Sole	2026-07-21
2026-03-31	$10,861,682	82,863	+29.7%	Shares	Sole	2026-04-13
2025-12-31	$7,365,426	63,875	+983.0%	Shares	Sole	2026-01-07
2025-09-30	$663,525	5,898	-5.2%	Shares	Sole	2025-10-10
2025-06-30	$645,698	6,223	+14.1%	Shares	Sole	2025-07-24
2025-03-31	$595,849	5,453	-58.3%	Shares	Sole	2025-04-17
2024-12-31	$1,204,708	13,062	+3.3%	Shares	Sole	2025-01-21
2024-09-30	$1,297,890	12,650	-62.3%	Shares	Sole	2024-10-18
2024-06-30	$2,942,448	33,536	-0.4%	Shares	Sole	2024-07-30
2024-03-31	$2,899,675	33,678	-19.7%	Shares	Sole	2024-04-17
2023-12-31	$3,404,742	41,920	+24.9%	Shares	Sole	2024-01-12
2023-09-30	$2,524,909	33,567	-12.0%	Shares	Sole	2023-10-10
2023-06-30	$3,212,398	38,152	+55.9%	Shares	Sole	2023-07-27
2023-03-31	$2,226,980	24,475	+48.9%	Shares	Sole	2023-04-25
2022-12-31	$1,560,693	16,437	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.