LRI Investments, LLC

Position in AEP — American Electric Power Co Inc

CIK 2023325 PALM BEACH GARDENS, FL

Position in AEP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$254,192

+$12,612 QoQ

Shares Held

1,858

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,487

of 1,968 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LRI Investments, LLC holds $1,917,606 across 35 Utilities - Regulated Electric names. AEP ranks #2 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,518	$572,083
2	AEP	American Electric Power Co Inc This page	1,858	$254,192
3	XEL	Xcel Energy Inc	2,425	$194,727
4	ED	Consolidated Edison Inc	1,010	$111,736
5	SO	Southern Co	1,007	$96,379
6	DUK	Duke Energy CORP	734	$92,909
7	DTE	Dte Energy Co	568	$86,545
8	EIX	Edison International	981	$73,035

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,192	1,858	+0.8%	Shares	Sole	2026-07-14
2026-03-31	$241,580	1,843	+404.9%	Shares	Sole	2026-04-30
2025-12-31	$42,088	365	-41.4%	Shares	Sole	2026-02-04
2025-09-30	$70,087	623	+70.7%	Shares	Sole	2025-11-03
2025-06-30	$37,872	365	-9.7%	Shares	Sole	2025-07-25
2025-03-31	$44,145	404	0.0%	Shares	Sole	2025-05-01
2024-12-31	$37,260	404	0.0%	Shares	Sole	2025-02-14
2024-09-30	$41,450	404	0.0%	Shares	Sole	2024-11-15
2024-06-30	$35,446	404	+935.9%	Shares	Sole	2024-07-24
2024-03-31	$3,357	39	—	Shares	Sole	2024-05-21
No filing history on record for this holder in this stock.