UNION SAVINGS BANK

Bank

Position in AEP — American Electric Power Co Inc

CIK 1985855 LITCHFIELD, CT

Position in AEP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$31,466

+$1,318 QoQ

Shares Held

230

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,815

of 1,972 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

UNION SAVINGS BANK holds $2,797,136 across 11 Utilities - Regulated Electric names. AEP ranks #10 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ES	Eversource Energy	12,496	$903,085
2	SO	Southern Co	5,952	$569,665
3	NEE	Nextera Energy Inc	5,174	$454,121
4	DUK	Duke Energy CORP	2,794	$353,663
5	D	Dominion Energy, Inc	1,679	$114,658
6	IDA	Idacorp Inc	750	$113,475
7	ED	Consolidated Edison Inc	907	$100,341
8	PEG	Public Service Enterprise Group Inc	1,230	$99,826

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,466	230	0.0%	Shares	Sole	2026-07-23
2026-03-31	$30,148	230	0.0%	Shares	Sole	2026-04-17
2025-12-31	$26,521	230	0.0%	Shares	Sole	2026-03-06
2025-06-30	$23,864	230	0.0%	Shares	Sole	2025-08-08
2025-03-31	$25,132	230	0.0%	Shares	Sole	2025-04-22
2024-12-31	$21,212	230	-25.8%	Shares	Sole	2025-01-16
2024-09-30	$31,806	310	+1.6%	Shares	Sole	2024-10-15
2024-06-30	$26,760	305	0.0%	Shares	Sole	2024-08-01
2024-03-31	$26,260	305	+32.6%	Shares	Sole	2024-04-29
2023-12-31	$18,680	230	0.0%	Shares	Sole	2024-02-09
2023-09-30	$17,300	230	0.0%	Shares	Sole	2023-10-24
2023-06-30	$19,366	230	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.