Meridian Financial Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 2032629
HOLLISTON, MA
Position in AEP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$299,477
+$13,068 QoQ
Shares Held
2,189
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,384
of 1,972 holders
Holding Since
Dec 2021
10 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, 2026Meridian Financial Advisors, LLC holds $1,536,081 across 5 Utilities - Regulated Electric names. AEP ranks #3 (19.5% of the industry book) .
All Filings in AEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,477 | 2,189 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $286,409 | 2,185 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $251,491 | 2,181 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $244,912 | 2,177 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $225,366 | 2,172 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $236,897 | 2,168 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $221,513 | 2,159 | Shares | Sole | 2024-10-15 | |
| 2022-06-30 | $338,764 | 3,531 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $351,789 | 3,526 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $360,951 | 4,057 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||