Mattson Financial Services, LLC

Position in AEP — American Electric Power Co Inc

CIK 2034595 KENTWOOD, MI

Position in AEP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,180,807

+$65,972 QoQ

Shares Held

8,631

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#794

of 1,972 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Mattson Financial Services, LLC holds $5,641,954 across 5 Utilities - Regulated Electric names. AEP ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	27,338	$2,399,456
2	EIX	Edison International	19,733	$1,469,121
3	AEP	American Electric Power Co Inc This page	8,631	$1,180,807
4	CMS	Cms Energy Corp	3,999	$305,923
5	NGG	National Grid PLC	3,459	$286,647

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,180,807	8,631	+1.5%	Shares	Sole	2026-08-04
2026-03-31	$1,114,835	8,505	+3.8%	Shares	Sole	2026-05-11
2025-12-31	$945,080	8,196	-12.7%	Shares	Sole	2026-02-12
2025-09-30	$1,056,600	9,392	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.