Kestra Investment Management, LLC

Position in AEP — American Electric Power Co Inc

CIK 1962449 AUSTIN, TX

Position in AEP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$219,306

+$217,854 QoQ

Shares Held

1,603

+11350.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,573

of 1,972 holders

Holding Since

Dec 2024

4 quarters on record

Utilities · as of Jun 30, 2026

Kestra Investment Management, LLC holds $2,294,523 across 6 Utilities - Regulated Electric names. AEP ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	11,171	$980,478
2	EIX	Edison International	4,056	$301,969
3	XEL	Xcel Energy Inc	3,639	$292,211
4	DUK	Duke Energy CORP	2,288	$289,615
5	AEP	American Electric Power Co Inc This page	1,603	$219,306
6	SO	Southern Co	2,204	$210,944

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,306	1,603	+11350.0%	Shares	Sole	2026-08-05
2025-06-30	$1,452	14	0.0%	Shares	Sole	2025-08-15
2025-03-31	$1,529	14	-96.3%	Shares	Sole	2025-05-16
2024-12-31	$34,770	377	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.