Portside Wealth Group, LLC

Position in AEP — American Electric Power Co Inc

CIK 1978608 Provo, UT

Position in AEP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,338,821

+$89,367 QoQ

Shares Held

9,786

+2.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#755

of 1,965 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Portside Wealth Group, LLC holds $6,728,640 across 7 Utilities - Regulated Electric names. AEP ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	13,911	$1,760,853
2	PCG	PG&E Corp	98,846	$1,662,588
3	AEP	American Electric Power Co Inc This page	9,786	$1,338,821
4	WEC	Wec Energy Group, Inc.	8,499	$992,427
5	NEE	Nextera Energy Inc	4,341	$381,008
6	ETR	Entergy Corp /De/	3,058	$351,241
7	XEL	Xcel Energy Inc	3,010	$241,702

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,338,821	9,786	+2.7%	Shares	Sole	2026-07-14
2026-03-31	$1,249,454	9,532	+0.8%	Shares	Sole	2026-05-12
2025-12-31	$1,090,255	9,455	+6.5%	Shares	Other	2026-01-21
2025-09-30	$999,224	8,882	+6.4%	Shares	Sole	2025-11-05
2025-06-30	$865,980	8,346	+3.7%	Shares	Sole	2025-08-11
2025-03-31	$879,186	8,046	+14.1%	Shares	Other	2025-04-14
2024-12-31	$650,590	7,054	+4.3%	Shares	Other	2025-04-14
2024-09-30	$694,088	6,765	+4.6%	Shares	Other	2024-10-31
2024-06-30	$567,677	6,470	-3.2%	Shares	Other	2024-07-18
2024-03-31	$575,406	6,683	+2.9%	Shares	Other	2024-04-17
2023-12-31	$527,280	6,492	-9.1%	Shares	Other	2024-01-16
2023-09-30	$537,296	7,143	+9.1%	Shares	Other	2023-10-27
2023-06-30	$551,089	6,545	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.