Farther Finance Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1992825
SAN FRANCISCO, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,938,075
+$581,248 QoQ
Shares Held
28,785
+12.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#490
of 1,972 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Farther Finance Advisors, LLC holds $71,621,448 across 41 Utilities - Regulated Electric names. AEP ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
133,520 | $12,779,199 | |
| 2 | NEE |
Nextera Energy Inc
|
139,958 | $12,284,113 | |
| 3 | DUK |
Duke Energy CORP
|
76,905 | $9,734,634 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
28,785 | $3,938,075 | |
| 5 | D |
Dominion Energy, Inc
|
50,751 | $3,465,785 | |
| 6 | ETR |
Entergy Corp /De/
|
25,742 | $2,956,726 | |
| 7 | EIX |
Edison International
|
26,859 | $1,999,652 | |
| 8 | ED |
Consolidated Edison Inc
|
17,977 | $1,988,795 |
All Filings in AEP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,938,075 | 28,785 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,356,827 | 25,609 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,636,332 | 22,863 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,839,487 | 16,351 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,138,973 | 10,977 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,116,630 | 10,219 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $604,844 | 6,558 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $743,029 | 7,242 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $615,759 | 7,018 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $478,027 | 5,552 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $282,808 | 3,482 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $203,018 | 2,699 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $57,424 | 682 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $41,127 | 452 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $45,196 | 476 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||