Financial Perspectives, Inc
Position in AEP — American Electric Power Co Inc
CIK 2003287
MINNEAPOLIS, MN
Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,280
-$1,677 QoQ
Shares Held
119
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,852
of 1,972 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $687,873 across 15 Utilities - Regulated Electric names. AEP ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
1,381 | $210,422 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
1,338 | $156,238 | |
| 3 | NEE |
Nextera Energy Inc
|
1,426 | $125,160 | |
| 4 | XEL |
Xcel Energy Inc
|
767 | $61,590 | |
| 5 | EXC |
Exelon Corp
|
564 | $26,293 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
209 | $16,962 | |
| 7 | CNP |
Centerpoint Energy Inc
|
382 | $16,823 | |
| 8 | AEP |
American Electric Power Co Inc
This page
|
119 | $16,280 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,280 | 119 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,957 | 137 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $15,797 | 137 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,412 | 137 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $17,846 | 172 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,794 | 172 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $34,217 | 371 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $35,807 | 349 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $30,621 | 349 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $30,048 | 349 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $28,345 | 349 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $26,251 | 349 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $29,385 | 349 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $31,755 | 349 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $33,137 | 349 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $30,171 | 349 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $33,483 | 349 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $34,819 | 349 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $31,050 | 349 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $28,331 | 349 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $29,521 | 349 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $349 | 29,560 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $29,061 | 349 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $16,264 | 199 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $15,848 | 199 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $15,916 | 199 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||