Concurrent Investment Advisors, LLC

Position in AEP — American Electric Power Co Inc

CIK 2001015 Tampa, FL

Position in AEP

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

Position Value

$7,198,531

+$732,225 QoQ

Shares Held

52,617

+6.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#372

of 1,968 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $99,066,930 across 25 Utilities - Regulated Electric names. AEP ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	308,514	$27,078,273
2	DUK	Duke Energy CORP	113,610	$14,380,753
3	SO	Southern Co	115,357	$11,040,817
4	ES	Eversource Energy	108,262	$7,824,093
5	AEP	American Electric Power Co Inc This page	52,617	$7,198,531
6	WEC	Wec Energy Group, Inc.	43,087	$5,031,268
7	AEE	Ameren Corp	40,028	$4,524,764
8	D	Dominion Energy, Inc	36,717	$2,507,403

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,198,531	52,617	+6.7%	Shares	Sole	2026-07-27
2026-03-31	$6,466,306	49,331	-3.8%	Shares	Sole	2026-04-21
2025-12-31	$5,912,058	51,271	+36.9%	Shares	Sole	2026-01-29
2025-09-30	$4,211,887	37,439	+1.4%	Shares	Sole	2025-10-27
2025-06-30	$3,832,375	36,935	+6.9%	Shares	Sole	2025-07-25
2025-03-31	$3,774,076	34,539	+55.2%	Shares	Sole	2025-04-29
2024-12-31	$2,052,117	22,250	+1.0%	Shares	Sole	2025-02-03
2024-09-30	$2,259,559	22,023	+8.8%	Shares	Sole	2024-10-30
2024-06-30	$1,775,418	20,235	+106.3%	Shares	Sole	2024-07-30
2024-03-31	$844,382	9,807	-20.7%	Shares	Sole	2024-05-07
2023-12-31	$1,004,853	12,372	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.