MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in AEP — American Electric Power Co Inc

CIK 1965241 ST. LOUIS, MO

Position in AEP

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

Position Value

$396,064

+$140,327 QoQ

Shares Held

2,895

+48.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,240

of 1,972 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $10,746,673 across 7 Utilities - Regulated Electric names. AEP ranks #7 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	35,582	$3,405,553
2	NEE	Nextera Energy Inc	25,742	$2,259,375
3	WEC	Wec Energy Group, Inc.	13,645	$1,593,326
4	AEE	Ameren Corp	13,682	$1,546,613
5	XEL	Xcel Energy Inc	10,895	$874,868
6	DUK	Duke Energy CORP	5,300	$670,874
7	AEP	American Electric Power Co Inc This page	2,895	$396,064

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$396,064	2,895	+48.4%	Shares	Sole	2026-08-05
2026-03-31	$255,737	1,951	+0.2%	Shares	Sole	2026-04-30
2025-12-31	$224,508	1,947	0.0%	Shares	Sole	2026-02-13
2025-09-30	$219,037	1,947	0.0%	Shares	Sole	2025-11-12
2025-06-30	$202,020	1,947	0.0%	Shares	Sole	2025-08-11
2025-03-31	$212,748	1,947	-3.1%	Shares	Sole	2025-05-02
2024-09-30	$206,226	2,010	-21.6%	Shares	Sole	2024-11-13
2023-12-31	$208,248	2,564	+4.6%	Shares	Sole	2024-02-13
2023-06-30	$206,374	2,451	+0.2%	Shares	Sole	2023-08-08
2023-03-31	$222,652	2,447	-3.4%	Shares	Sole	2023-04-10
2022-12-31	$240,413	2,532	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.