Diversify Advisory Services, LLC

Position in AEP — American Electric Power Co Inc

CIK 2021232 SANDY, UT

Position in AEP

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

Position Value

$1,465,508

+$210,129 QoQ

Shares Held

10,712

-1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#724

of 1,968 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Diversify Advisory Services, LLC holds $20,542,510 across 15 Utilities - Regulated Electric names. AEP ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	96,075	$8,432,502
2	KEP	Korea Electric Power Corp	156,660	$1,895,586
3	DUK	Duke Energy CORP	14,305	$1,810,726
4	AEP	American Electric Power Co Inc This page	10,712	$1,465,508
5	D	Dominion Energy, Inc	21,346	$1,457,718
6	SO	Southern Co	14,219	$1,360,900
7	PCG	PG&E Corp	56,945	$957,814
8	WEC	Wec Energy Group, Inc.	4,978	$581,281

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,465,508	10,712	-1.6%	Shares	Sole	2026-08-10
2025-12-31	$1,255,379	10,887	+14.9%	Shares	Sole	2026-01-23
2025-09-30	$1,065,937	9,475	+90.5%	Shares	Sole	2025-11-13
2025-06-30	$515,998	4,973	-41.9%	Shares	Sole	2025-08-14
2025-03-31	$935,132	8,558	+206.5%	Shares	Sole	2025-05-05
2024-12-31	$257,506	2,792	-5.5%	Shares	Sole	2025-01-16
2024-09-30	$303,183	2,955	+28.9%	Shares	Sole	2024-10-25
2024-06-30	$201,100	2,292	-21.3%	Shares	Sole	2024-07-12
2024-03-31	$250,895	2,914	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.