Compound Planning, Inc.

Position in AEP — American Electric Power Co Inc

CIK 1978879 NEW YORK, NY

Position in AEP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,538,427

+$124,599 QoQ

Shares Held

11,245

+4.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Compound Planning, Inc. holds $26,296,860 across 27 Utilities - Regulated Electric names. AEP ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	73,527	$6,453,464
2	DUK	Duke Energy CORP	22,987	$2,909,693
3	SO	Southern Co	23,995	$2,296,561
4	ETR	Entergy Corp /De/	16,691	$1,917,128
5	AEP	American Electric Power Co Inc This page	11,245	$1,538,427
6	NGG	National Grid PLC	15,019	$1,244,623
7	D	Dominion Energy, Inc	14,575	$995,326
8	LNT	Alliant Energy Corp	11,769	$897,856

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,538,427	11,245	+4.3%	Shares	Sole	2026-08-04
2026-03-31	$1,413,828	10,786	-2.5%	Shares	Sole	2026-05-14
2025-12-31	$1,276,250	11,068	+5.0%	Shares	Sole	2026-02-19
2025-09-30	$1,185,637	10,539	+18.5%	Shares	Sole	2025-11-10
2025-06-30	$922,945	8,895	+5.5%	Shares	Sole	2025-08-14
2025-03-31	$921,583	8,434	+15.1%	Shares	Sole	2025-05-14
2024-12-31	$675,584	7,325	-15.5%	Shares	Sole	2025-01-17
2024-09-30	$888,926	8,664	+26.9%	Shares	Sole	2024-10-08
2024-06-30	$599,088	6,828	+36.5%	Shares	Sole	2024-07-26
2024-03-31	$430,672	5,002	+32.9%	Shares	Sole	2024-05-07
2023-12-31	$305,712	3,764	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.