Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,135,056
+$377,667 QoQ
Shares Held
15,606
+16.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#620
of 1,968 holders
Holding Since
Jun 2024
9 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, 2026Savvy Advisors, Inc. holds $21,331,747 across 21 Utilities - Regulated Electric names. AEP ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
45,549 | $3,997,835 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
15,606 | $2,135,056 | |
| 3 | XEL |
Xcel Energy Inc
|
26,580 | $2,134,374 | |
| 4 | DUK |
Duke Energy CORP
|
16,732 | $2,117,936 | |
| 5 | SO |
Southern Co
|
17,514 | $1,676,264 | |
| 6 | D |
Dominion Energy, Inc
|
16,426 | $1,121,731 | |
| 7 | OGE |
Oge Energy Corp.
|
21,573 | $1,049,742 | |
| 8 | EXC |
Exelon Corp
|
19,145 | $892,539 |
All Filings in AEP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,135,056 | 15,606 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,757,389 | 13,407 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,560,490 | 13,533 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $925,087 | 8,223 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $636,878 | 6,138 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $598,799 | 5,480 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $470,280 | 5,099 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $439,538 | 4,284 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $351,574 | 4,007 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||