Southland Equity Partners LLC
Position in AEP — American Electric Power Co Inc
CIK 2006517
WILDWOOD, MO
Position in AEP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$666,127
+$40,745 QoQ
Shares Held
4,869
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#986
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, 2026Southland Equity Partners LLC holds $4,152,142 across 8 Utilities - Regulated Electric names. AEP ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,448 | $917,020 | |
| 2 | EIX |
Edison International
|
9,698 | $722,016 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
4,869 | $666,127 | |
| 4 | DUK |
Duke Energy CORP
|
4,815 | $609,482 | |
| 5 | SO |
Southern Co
|
4,293 | $410,883 | |
| 6 | ED |
Consolidated Edison Inc
|
3,255 | $360,100 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
2,359 | $252,413 | |
| 8 | PPL |
PPL Corp
|
5,890 | $214,101 |
All Filings in AEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,127 | 4,869 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $625,382 | 4,771 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $553,257 | 4,798 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $549,675 | 4,886 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $452,082 | 4,357 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $456,748 | 4,180 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $361,449 | 3,919 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $380,543 | 3,709 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $291,384 | 3,321 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $284,302 | 3,302 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $257,386 | 3,169 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $221,974 | 2,951 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $229,108 | 2,721 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $242,943 | 2,670 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $245,920 | 2,590 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $207,220 | 2,397 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $226,226 | 2,358 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $224,582 | 2,251 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||