Farther Finance Advisors, LLC

Position in AEP — American Electric Power Co Inc

CIK 1992825 SAN FRANCISCO, CA

Position in AEP

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$3,356,827

+$720,495 QoQ

Shares Held

25,609

+12.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $66,060,486 across 40 Utilities - Regulated Electric names. AEP ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	127,058	$12,263,638
2	NEE	Nextera Energy Inc	126,800	$11,777,184
3	DUK	Duke Energy CORP	61,488	$8,051,238
4	AEP	American Electric Power Co Inc This page	25,609	$3,356,827
5	D	Dominion Energy, Inc	51,845	$3,205,057
6	ETR	Entergy Corp /De/	20,231	$2,273,155
7	ED	Consolidated Edison Inc	18,331	$2,074,702
8	XEL	Xcel Energy Inc	23,003	$1,827,358

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,356,827	25,609	+12.0%	Shares	Sole	2026-04-07
2025-12-31	$2,636,332	22,863	+39.8%	Shares	Sole	2026-01-23
2025-09-30	$1,839,487	16,351	+49.0%	Shares	Sole	2025-10-14
2025-06-30	$1,138,973	10,977	+7.4%	Shares	Sole	2025-07-11
2025-03-31	$1,116,630	10,219	+55.8%	Shares	Sole	2025-04-14
2024-12-31	$604,844	6,558	-9.4%	Shares	Sole	2025-02-10
2024-09-30	$743,029	7,242	+3.2%	Shares	Sole	2024-10-29
2024-06-30	$615,759	7,018	+26.4%	Shares	Sole	2024-07-31
2024-03-31	$478,027	5,552	+59.4%	Shares	Sole	2024-05-14
2023-12-31	$282,808	3,482	+29.0%	Shares	Sole	2024-02-15
2023-09-30	$203,018	2,699	+295.7%	Shares	Sole	2023-11-14
2023-06-30	$57,424	682	+50.9%	Shares	Sole	2024-05-14
2023-03-31	$41,127	452	-5.0%	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.