Allen Mooney & Barnes Investment Advisors LLC

Position in AEP — American Electric Power Co Inc

CIK 2001461 Thomasville, GA

Back to AEP Full portfolio

Position in AEP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$19,553,706

-$538,760 QoQ

Shares Held

142,926

-6.8% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

3.38%

of 13F equity value

Holder Rank

#231

of 1,972 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AEP Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $23,194,248 across 5 Utilities - Regulated Electric names. AEP ranks #1 (84.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	142,926	$19,553,706
2	SO	Southern Co	19,624	$1,878,213
3	NEE	Nextera Energy Inc	8,799	$772,288
4	DUK	Duke Energy CORP	4,742	$600,242
5	D	Dominion Energy, Inc	5,708	$389,799

All Filings in AEP

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,553,706	142,926	-6.8%	Shares	Sole	2026-07-13
2026-03-31	$20,092,466	153,284	+0.3%	Shares	Sole	2026-04-13
2025-12-31	$17,630,553	152,897	+1.8%	Shares	Sole	2026-01-21
2025-09-30	$16,894,350	150,172	+0.9%	Shares	Sole	2025-10-15
2025-06-30	$15,448,722	148,889	+0.4%	Shares	Sole	2025-07-08
2025-03-31	$16,199,277	148,250	+1.7%	Shares	Sole	2025-04-16
2024-12-31	$13,446,765	145,796	+0.3%	Shares	Sole	2025-01-14
2024-09-30	$14,907,369	145,296	-2.7%	Shares	Sole	2024-10-15
2024-06-30	$13,104,670	149,358	+1.5%	Shares	Sole	2024-07-12
2024-03-31	$12,675,555	147,219	+0.4%	Shares	Sole	2024-04-12
2023-12-31	$11,905,958	146,589	+1.5%	Shares	Sole	2024-01-22
2023-09-30	$10,865,228	144,446	+3759.1%	Shares	Sole	2023-11-21
2023-06-30	$315,160	3,743	+0.5%	Shares	Sole	2024-05-23
2023-03-31	$338,846	3,724	-13.9%	Shares	Sole	2024-05-23
2022-12-31	$410,753	4,326	+0.5%	Shares	Sole	2024-05-23
2022-09-30	$372,167	4,305	+0.4%	Shares	Sole	2024-05-23
2022-06-30	$411,198	4,286	-3.7%	Shares	Sole	2024-05-23
2022-03-31	$444,076	4,451	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.