RICHARDSON FINANCIAL SERVICES INC.

Position in AEP — American Electric Power Co Inc

CIK 2012303 MEDWAY, MA

Position in AEP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$284,291

+$2,863 QoQ

Shares Held

2,078

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,405

of 1,965 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $3,193,983 across 20 Utilities - Regulated Electric names. AEP ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,760	$505,554
2	DUK	Duke Energy CORP	2,844	$359,992
3	AEP	American Electric Power Co Inc This page	2,078	$284,291
4	D	Dominion Energy, Inc	3,640	$248,575
5	ES	Eversource Energy	2,682	$193,828
6	DTE	Dte Energy Co	1,270	$193,509
7	WEC	Wec Energy Group, Inc.	1,636	$191,035
8	FE	Firstenergy Corp	3,973	$188,876

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,291	2,078	-3.2%	Shares	Sole	2026-08-10
2026-03-31	$281,428	2,147	-2.1%	Shares	Sole	2026-05-04
2025-12-31	$252,990	2,194	-2.2%	Shares	Sole	2026-01-22
2025-09-30	$252,450	2,244	-2.4%	Shares	Sole	2025-10-28
2025-06-30	$238,544	2,299	-3.3%	Shares	Sole	2025-07-25
2025-03-31	$259,844	2,378	0.0%	Shares	Sole	2025-05-06
2024-12-31	$219,322	2,378	-9.4%	Shares	Sole	2025-01-24
2024-09-30	$269,222	2,624	0.0%	Shares	Sole	2024-10-24
2024-06-30	$230,229	2,624	-14.9%	Shares	Sole	2024-08-12
2024-03-31	$265,531	3,084	+3.9%	Shares	Sole	2024-05-03
2023-12-31	$241,142	2,969	—	Shares	Sole	2024-03-04
No filing history on record for this holder in this stock.