Annis Gardner Whiting Capital Advisors, LLC

Position in AEP — American Electric Power Co Inc

CIK 1998414 TAMPA, FL

Back to AEP Full portfolio

Position in AEP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$617,833

+$24,565 QoQ

Shares Held

4,516

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,016

of 1,965 holders

Holding Since

Sep 2023

12 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, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $2,738,530 across 6 Utilities - Regulated Electric names. AEP ranks #3 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	7,258	$637,034
2	DUK	Duke Energy CORP	4,924	$623,279
3	AEP	American Electric Power Co Inc This page	4,516	$617,833
4	SO	Southern Co	4,495	$430,216
5	D	Dominion Energy, Inc	3,226	$220,303
6	ED	Consolidated Edison Inc	1,897	$209,865

All Filings in AEP

Export CSV

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617,833	4,516	-0.2%	Shares	Sole	2026-08-10
2026-03-31	$593,268	4,526	-3.8%	Shares	Sole	2026-05-06
2025-12-31	$542,648	4,706	+21.4%	Shares	Sole	2026-02-09
2025-09-30	$436,275	3,878	-4.9%	Shares	Sole	2025-11-03
2025-06-30	$423,029	4,077	+7.7%	Shares	Sole	2025-08-11
2025-03-31	$413,696	3,786	+0.7%	Shares	Sole	2025-05-09
2024-12-31	$346,692	3,759	-26.4%	Shares	Sole	2025-02-12
2024-09-30	$524,183	5,109	+45.6%	Shares	Sole	2024-11-14
2024-06-30	$307,879	3,509	+3.8%	Shares	Sole	2024-08-12
2024-03-31	$291,104	3,381	+559.1%	Shares	Sole	2024-05-13
2023-12-31	$41,665	513	+8.7%	Shares	Sole	2024-02-09
2023-09-30	$35,503	472	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.