Pathstone Holdings, LLC

Position in AEP — American Electric Power Co Inc

CIK 2011612 ENGLEWOOD, NJ

Position in AEP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,935,004

+$1,006,229 QoQ

Shares Held

72,619

+6.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#313

of 1,983 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 46% Shared 0% None 53%

Utilities · as of Jun 30, 2026

Pathstone Holdings, LLC holds $172,431,928 across 33 Utilities - Regulated Electric names. AEP ranks #6 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	371,203	$25,349,452
2	NEE	Nextera Energy Inc	286,279	$25,126,706
3	SO	Southern Co	141,796	$13,571,293
4	DUK	Duke Energy CORP	105,398	$13,341,278
5	NGG	National Grid PLC	136,087	$11,277,528
6	AEP	American Electric Power Co Inc This page	72,619	$9,935,004
7	XEL	Xcel Energy Inc	88,355	$7,094,906
8	EXC	Exelon Corp	120,403	$5,613,187

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,935,004	72,619	+6.6%	Shares	Other	2026-08-13
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.