Cassaday & Co Wealth Management LLC

Position in AEP — American Electric Power Co Inc

CIK 1963612 MCLEAN, VA

Position in AEP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$660,655

-$17,815 QoQ

Shares Held

4,829

-6.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#991

of 1,968 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $8,781,343 across 22 Utilities - Regulated Electric names. AEP ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	29,047	$1,983,619
2	NEE	Nextera Energy Inc	16,440	$1,442,938
3	DUK	Duke Energy CORP	9,450	$1,196,181
4	SO	Southern Co	12,313	$1,178,477
5	AEP	American Electric Power Co Inc This page	4,829	$660,655
6	OGE	Oge Energy Corp.	7,422	$361,154
7	PEG	Public Service Enterprise Group Inc	3,786	$307,271
8	EXC	Exelon Corp	6,167	$287,505

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$660,655	4,829	-6.7%	Shares	Sole	2026-08-10
2026-03-31	$678,470	5,176	-8.1%	Shares	Sole	2026-05-07
2025-12-31	$649,656	5,634	+2.5%	Shares	Sole	2026-02-03
2025-09-30	$618,637	5,499	-7.8%	Shares	Sole	2025-11-07
2025-06-30	$618,928	5,965	+12.8%	Shares	Sole	2025-08-05
2025-03-31	$577,819	5,288	-6.8%	Shares	Sole	2025-05-05
2024-09-30	$582,049	5,673	+14.1%	Shares	Sole	2024-11-07
2024-06-30	$436,155	4,971	+0.4%	Shares	Sole	2024-07-30
2024-03-31	$426,367	4,952	+26.2%	Shares	Sole	2024-05-08
2023-12-31	$318,626	3,923	+1.3%	Shares	Sole	2024-02-14
2023-09-30	$291,402	3,874	+0.4%	Shares	Sole	2023-11-06
2023-06-30	$324,843	3,858	-0.5%	Shares	Sole	2023-08-07
2023-03-31	$352,859	3,878	+10.4%	Shares	Sole	2023-05-03
2022-12-31	$333,559	3,513	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.