Focus Financial Network, Inc.
Position in AEP — American Electric Power Co Inc
CIK 2010942
MINNEAPOLIS, MN
Position in AEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$646,427
+$66,136 QoQ
Shares Held
4,725
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,003
of 1,972 holders
Holding Since
Mar 2020
25 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, 2026Focus Financial Network, Inc. holds $12,768,756 across 8 Utilities - Regulated Electric names. AEP ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
76,389 | $6,134,036 | |
| 2 | SO |
Southern Co
|
18,206 | $1,742,496 | |
| 3 | DUK |
Duke Energy CORP
|
12,562 | $1,590,097 | |
| 4 | NEE |
Nextera Energy Inc
|
12,629 | $1,108,447 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,287 | $734,132 | |
| 6 | AEP |
American Electric Power Co Inc
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|
4,725 | $646,427 | |
| 7 | ETR |
Entergy Corp /De/
|
5,128 | $589,002 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,089 | $224,119 |
All Filings in AEP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,427 | 4,725 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $580,291 | 4,427 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $576,895 | 5,003 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $563,962 | 5,013 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $528,449 | 5,093 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $529,413 | 4,845 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $446,577 | 4,842 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $466,522 | 4,547 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $429,838 | 4,899 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $459,860 | 5,341 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $391,971 | 5,211 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $418,642 | 4,972 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $453,403 | 4,983 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $476,743 | 5,021 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $468,904 | 5,424 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $530,644 | 5,531 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $517,506 | 5,187 | Shares | Sole | 2024-07-24 | |
| 2021-12-31 | $510,065 | 5,733 | Shares | Sole | 2024-07-24 | |
| 2021-09-30 | $356,217 | 4,388 | Shares | Sole | 2024-07-24 | |
| 2021-06-30 | $371,180 | 4,388 | Shares | Sole | 2024-07-24 | |
| 2021-03-31 | $865,295 | 10,216 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $544,669 | 6,541 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $555,600 | 6,798 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $533,349 | 6,697 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $528,507 | 6,608 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||