AA Financial Advisors, LLC

Position in AEP — American Electric Power Co Inc

CIK 2016899 Columbus, OH

Position in AEP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$275,124

+$19,518 QoQ

Shares Held

2,011

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,429

of 1,968 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

AA Financial Advisors, LLC holds $1,899,180 across 3 Utilities - Regulated Electric names. AEP ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	10,357	$1,310,989
2	SO	Southern Co	3,271	$313,067
3	AEP	American Electric Power Co Inc This page	2,011	$275,124

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,124	2,011	+3.1%	Shares	Sole	2026-07-20
2026-03-31	$255,606	1,950	+0.5%	Shares	Sole	2026-04-21
2025-12-31	$223,701	1,940	—	Shares	Sole	2026-01-14
No filing history on record for this holder in this stock.