Trifecta Capital Advisors, LLC

Position in AEP — American Electric Power Co Inc

CIK 1962615 NORTHBROOK, IL

Position in AEP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$136,946

+$5,866 QoQ

Shares Held

1,001

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,665

of 1,968 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $477,238 across 18 Utilities - Regulated Electric names. AEP ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,770	$155,352
2	AEP	American Electric Power Co Inc This page	1,001	$136,946
3	SO	Southern Co	1,084	$103,749
4	D	Dominion Energy, Inc	1,100	$75,119
5	EXC	Exelon Corp	30	$1,398
6	NGG	National Grid PLC	15	$1,243
7	DUK	Duke Energy CORP	9	$1,139
8	FE	Firstenergy Corp	12	$570

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$136,946	1,001	+0.1%	Shares	Sole	2026-08-03
2026-03-31	$131,080	1,000	0.0%	Shares	Sole	2026-05-01
2025-12-31	$115,310	1,000	-1.0%	Shares	Sole	2026-01-30
2025-09-30	$113,625	1,010	0.0%	Shares	Sole	2025-11-03
2025-06-30	$104,797	1,010	0.0%	Shares	Sole	2025-07-23
2025-03-31	$110,362	1,010	0.0%	Shares	Sole	2025-04-21
2024-12-31	$93,152	1,010	0.0%	Shares	Sole	2025-02-04
2024-09-30	$103,626	1,010	0.0%	Shares	Sole	2024-10-16
2024-06-30	$88,617	1,010	0.0%	Shares	Sole	2024-08-07
2024-03-31	$86,961	1,010	0.0%	Shares	Sole	2024-04-16
2023-12-31	$82,032	1,010	0.0%	Shares	Sole	2024-01-25
2023-09-30	$75,972	1,010	0.0%	Shares	Sole	2023-11-01
2023-06-30	$85,042	1,010	0.0%	Shares	Sole	2023-08-14
2023-03-31	$91,899	1,010	+287.0%	Shares	Sole	2023-05-09
2022-12-31	$24,781	261	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.