Beaumont Financial Advisors, LLC

Position in AEP — American Electric Power Co Inc

CIK 1957394 NEEDHAM, MA

Position in AEP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$8,070,832

+$324,136 QoQ

Shares Held

58,993

-0.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#349

of 1,972 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $13,672,768 across 6 Utilities - Regulated Electric names. AEP ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	58,993	$8,070,832
2	NEE	Nextera Energy Inc	45,541	$3,997,133
3	SO	Southern Co	8,647	$827,604
4	ES	Eversource Energy	4,256	$307,581
5	DUK	Duke Energy CORP	2,043	$258,602
6	PEG	Public Service Enterprise Group Inc	2,600	$211,016

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,070,832	58,993	-0.2%	Shares	Sole	2026-08-04
2026-03-31	$7,746,696	59,099	-1.7%	Shares	Sole	2026-05-05
2025-12-31	$6,935,089	60,143	+0.2%	Shares	Sole	2026-01-16
2025-09-30	$6,753,487	60,031	+2.0%	Shares	Sole	2025-10-23
2025-06-30	$6,109,492	58,881	+0.7%	Shares	Sole	2025-07-16
2025-03-31	$6,386,394	58,446	+0.3%	Shares	Sole	2025-05-12
2024-12-31	$5,375,441	58,283	-1.5%	Shares	Sole	2025-01-17
2024-09-30	$6,072,586	59,187	+0.1%	Shares	Sole	2024-10-09
2024-06-30	$5,188,855	59,139	+6.6%	Shares	Sole	2024-07-24
2024-03-31	$4,774,589	55,454	+8.2%	Shares	Sole	2024-05-10
2023-12-31	$4,163,499	51,262	+875.3%	Shares	Sole	2024-01-31
2023-09-30	$395,356	5,256	—	Shares	Sole	2023-11-01
No filing history on record for this holder in this stock.