Envestnet Portfolio Solutions, Inc.

Position in AEP — American Electric Power Co Inc

CIK 1998033 BERWYN, PA

Position in AEP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,837,713

+$663,621 QoQ

Shares Held

20,742

+25.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#561

of 1,968 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $112,914,770 across 24 Utilities - Regulated Electric names. AEP ranks #8 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	202,714	$25,659,538
2	FE	Firstenergy Corp	358,788	$17,056,781
3	EVRG	Evergy, Inc.	182,423	$15,766,819
4	EXC	Exelon Corp	308,405	$14,377,841
5	NEE	Nextera Energy Inc	129,364	$11,354,278
6	SO	Southern Co	60,081	$5,750,352
7	WEC	Wec Energy Group, Inc.	36,702	$4,285,692
8	AEP	American Electric Power Co Inc This page	20,742	$2,837,713

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,837,713	20,742	+25.1%	Shares	Sole	2026-07-20
2026-03-31	$2,174,092	16,586	-77.5%	Shares	Sole	2026-04-29
2025-12-31	$8,501,575	73,728	+113.4%	Shares	Sole	2026-02-06
2025-09-30	$3,887,437	34,555	+2.7%	Shares	Sole	2025-10-30
2025-06-30	$3,491,731	33,652	+0.7%	Shares	Sole	2025-07-25
2025-03-31	$3,652,021	33,422	-14.9%	Shares	Sole	2025-04-21
2024-12-31	$3,623,624	39,289	-38.3%	Shares	Sole	2025-02-10
2024-09-30	$6,536,851	63,712	-4.7%	Shares	Sole	2024-10-31
2024-06-30	$5,862,786	66,820	+1.7%	Shares	Sole	2024-07-16
2024-03-31	$5,657,028	65,703	+6.2%	Shares	Sole	2024-05-06
2023-12-31	$5,024,106	61,858	-5.2%	Shares	Sole	2024-02-07
2023-09-30	$4,910,361	65,280	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.