KINGSWOOD WEALTH ADVISORS, LLC

Position in AEP — American Electric Power Co Inc

CIK 1987855 SAN DIEGO, CA

Position in AEP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,273,782

+$213,991 QoQ

Shares Held

16,620

+5.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#598

of 1,972 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $27,980,578 across 15 Utilities - Regulated Electric names. AEP ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	113,334	$9,947,325
2	SO	Southern Co	74,037	$7,086,081
3	DUK	Duke Energy CORP	27,047	$3,423,609
4	AEP	American Electric Power Co Inc This page	16,620	$2,273,782
5	ETR	Entergy Corp /De/	11,584	$1,330,538
6	D	Dominion Energy, Inc	13,752	$939,124
7	ED	Consolidated Edison Inc	5,172	$572,178
8	NGG	National Grid PLC	6,122	$507,330

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,273,782	16,620	+5.8%	Shares	Sole	2026-07-27
2026-03-31	$2,059,791	15,714	+2.8%	Shares	Sole	2026-04-28
2025-12-31	$1,762,282	15,283	+22.3%	Shares	Sole	2026-01-28
2025-09-30	$1,405,575	12,494	+203.0%	Shares	Sole	2025-10-23
2025-06-30	$427,906	4,124	+23.8%	Shares	Sole	2025-07-23
2025-03-31	$363,978	3,331	+14.8%	Shares	Sole	2025-07-25
2024-12-31	$267,559	2,901	-76.0%	Shares	Sole	2025-01-22
2024-09-30	$1,238,895	12,075	+167.9%	Shares	Sole	2024-10-21
2024-06-30	$395,444	4,507	+24.8%	Shares	Sole	2024-07-09
2024-03-31	$310,993	3,612	-6.2%	Shares	Sole	2024-04-15
2023-12-31	$312,778	3,851	-69.7%	Shares	Sole	2024-01-16
2023-09-30	$954,917	12,695	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.