Pathstone Holdings, LLC

Position in AEP — American Electric Power Co Inc

CIK 2011612 ENGLEWOOD, NJ

Position in AEP

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$8,928,775

+$1,293,755 QoQ

Shares Held

68,117

+2.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 44% Shared 1% None 55%

Utilities · as of Mar 31, 2026

Pathstone Holdings, LLC holds $165,781,449 across 33 Utilities - Regulated Electric names. AEP ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	283,321	$26,314,853
2	D	Dominion Energy, Inc	360,230	$22,269,418
3	DUK	Duke Energy CORP	102,355	$13,402,362
4	SO	Southern Co	135,153	$13,044,966
5	NGG	National Grid PLC	116,208	$9,831,196
6	AEP	American Electric Power Co Inc This page	68,117	$8,928,775
7	XEL	Xcel Energy Inc	87,438	$6,946,074
8	ETR	Entergy Corp /De/	53,837	$6,049,124

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,928,775	68,117	+2.9%	Shares	Sole	2026-05-11
2025-12-31	$7,635,020	66,213	+6.2%	Shares	Sole	2026-02-13
2025-09-30	$7,014,037	62,347	+4.3%	Shares	Defined	2025-11-13
2025-06-30	$6,199,451	59,748	+4.4%	Shares	Sole	2025-08-12
2025-03-31	$6,255,268	57,246	+8.2%	Shares	Defined	2025-05-15
2024-12-31	$4,881,180	52,924	+0.9%	Shares	Sole	2025-02-14
2024-09-30	$5,379,009	52,427	+1.7%	Shares	Defined	2024-11-07
2024-06-30	$4,522,907	51,549	+0.8%	Shares	Other	2024-08-14
2024-03-31	$4,401,086	51,116	+8.2%	Shares	Other	2024-05-13
2023-12-31	$3,836,669	47,238	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.