Fee-Only Financial Planning, L.C.
Position in AEP — American Electric Power Co Inc
CIK 1954044
OKATIE, SC
Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$638,765
+$13,645 QoQ
Shares Held
4,669
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.46%
of 13F equity value
Holder Rank
#1,007
of 1,972 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fee-Only Financial Planning, L.C. holds $1,459,514 across 3 Utilities - Regulated Electric names. AEP ranks #1 (43.8% of the industry book) .
All Filings in AEP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,765 | 4,669 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $625,120 | 4,769 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $549,913 | 4,769 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $536,512 | 4,769 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $494,831 | 4,769 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $521,108 | 4,769 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $439,844 | 4,769 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $489,299 | 4,769 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $418,432 | 4,769 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $410,610 | 4,769 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $387,338 | 4,769 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $358,724 | 4,769 | Shares | Sole | 2024-04-23 | |
| 2023-06-30 | $401,549 | 4,769 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $433,931 | 4,769 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $452,816 | 4,769 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||