Convergence Financial, LLC
Position in AEP — American Electric Power Co Inc
CIK 2034001
COLUMBIA, MO
Position in AEP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$433,550
+$210,846 QoQ
Shares Held
3,169
+86.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,189
of 1,972 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Convergence Financial, LLC holds $5,625,105 across 6 Utilities - Regulated Electric names. AEP ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
26,923 | $3,407,913 | |
| 2 | NEE |
Nextera Energy Inc
|
10,665 | $936,067 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
3,169 | $433,550 | |
| 4 | CNP |
Centerpoint Energy Inc
|
8,098 | $356,635 | |
| 5 | EIX |
Edison International
|
3,484 | $259,383 | |
| 6 | ETR |
Entergy Corp /De/
|
2,016 | $231,557 |
All Filings in AEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,550 | 3,169 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $222,704 | 1,699 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||