Ethos Financial Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 1954242
KING OF PRUSSIA, PA
Position in AEP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,648,013
-$224,202 QoQ
Shares Held
12,046
-15.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#686
of 1,972 holders
Holding Since
Mar 2025
6 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, 2026Ethos Financial Group, LLC holds $21,779,705 across 18 Utilities - Regulated Electric names. AEP ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,933 | $4,119,309 | |
| 2 | D |
Dominion Energy, Inc
|
31,620 | $2,159,329 | |
| 3 | SO |
Southern Co
|
32,323 | $1,922,801 | |
| 4 | ED |
Consolidated Edison Inc
|
16,289 | $1,802,052 | |
| 5 | AEP |
American Electric Power Co Inc
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|
12,046 | $1,648,013 | |
| 6 | DUK |
Duke Energy CORP
|
11,427 | $1,446,429 | |
| 7 | POR |
Portland General Electric Co /Or/
|
27,815 | $1,441,651 | |
| 8 | PPL |
PPL Corp
|
38,730 | $1,407,835 |
All Filings in AEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,648,013 | 12,046 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,872,215 | 14,283 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,646,972 | 14,283 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,635,750 | 14,540 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,506,698 | 14,521 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,586,709 | 14,521 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||