Advyzon Investment Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 2011872
LISLE, IL
Position in AEP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$716,199
-$78,931 QoQ
Shares Held
5,235
-13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#964
of 1,968 holders
Holding Since
Sep 2025
4 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, 2026Advyzon Investment Management, LLC holds $10,157,617 across 14 Utilities - Regulated Electric names. AEP ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
25,054 | $2,397,918 | |
| 2 | NEE |
Nextera Energy Inc
|
22,927 | $2,012,302 | |
| 3 | D |
Dominion Energy, Inc
|
18,850 | $1,287,265 | |
| 4 | AEP |
American Electric Power Co Inc
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|
5,235 | $716,199 | |
| 5 | DUK |
Duke Energy CORP
|
4,122 | $521,762 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,359 | $509,000 | |
| 7 | EIX |
Edison International
|
6,138 | $456,973 | |
| 8 | ETR |
Entergy Corp /De/
|
3,744 | $430,034 |
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,199 | 5,235 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $795,130 | 6,066 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $541,495 | 4,696 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $238,725 | 2,122 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||