Bruce G. Allen Investments, LLC

Position in AEP — American Electric Power Co Inc

CIK 2005409 DENVER, CO

Position in AEP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$42,000

+$3,856 QoQ

Shares Held

307

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,791

of 1,972 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $1,073,643 across 25 Utilities - Regulated Electric names. AEP ranks #9 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	3,478	$305,264
2	CMS	Cms Energy Corp	1,177	$90,040
3	NGG	National Grid PLC	1,081	$89,582
4	D	Dominion Energy, Inc	1,120	$76,484
5	WEC	Wec Energy Group, Inc.	517	$60,370
6	SO	Southern Co	563	$53,884
7	DUK	Duke Energy CORP	414	$52,404
8	XEL	Xcel Energy Inc	630	$50,589

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,000	307	+5.5%	Shares	Sole	2026-07-31
2026-03-31	$38,144	291	+52.4%	Shares	Sole	2026-05-08
2025-12-31	$22,024	191	0.0%	Shares	Sole	2026-02-10
2025-09-30	$21,487	191	0.0%	Shares	Sole	2025-10-30
2025-06-30	$19,818	191	-1.0%	Shares	Sole	2025-07-09
2025-03-31	$21,089	193	0.0%	Shares	Sole	2025-04-14
2024-12-31	$17,800	193	-0.5%	Shares	Sole	2025-01-10
2024-09-30	$19,904	194	0.0%	Shares	Sole	2024-10-08
2024-06-30	$17,021	194	-17.1%	Shares	Sole	2024-07-12
2024-03-31	$20,147	234	-7.9%	Shares	Sole	2024-04-10
2023-12-31	$20,629	254	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.