Taylor Financial Group, Inc.
Position in AEP — American Electric Power Co Inc
CIK 2012516
Roanoke, VA
Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$727,008
+$22,322 QoQ
Shares Held
5,314
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#963
of 1,972 holders
Holding Since
Dec 2023
11 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, 2026Taylor Financial Group, Inc. holds $981,307 across 2 Utilities - Regulated Electric names. AEP ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
5,314 | $727,008 | |
| 2 | DUK |
Duke Energy CORP
|
2,009 | $254,299 |
All Filings in AEP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,008 | 5,314 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $704,686 | 5,376 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $619,906 | 5,376 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $604,800 | 5,376 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $557,813 | 5,376 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $576,508 | 5,276 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $508,187 | 5,510 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $442,206 | 4,310 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $378,159 | 4,310 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $371,091 | 4,310 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $350,058 | 4,310 | Shares | Sole | 2024-09-17 | |
| No filing history on record for this holder in this stock. | ||||||