Copley Financial Group, Inc.
Position in AEP — American Electric Power Co Inc
CIK 2045258
SAN DIEGO, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$274,030
-$151,980 QoQ
Shares Held
2,003
-38.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,436
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026Copley Financial Group, Inc. holds $577,041 across 2 Utilities - Regulated Electric names. AEP ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
4,070 | $303,011 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
2,003 | $274,030 |
All Filings in AEP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,030 | 2,003 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $426,010 | 3,250 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $403,700 | 3,501 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $432,337 | 3,843 | Shares | Sole | 2025-11-18 | |
| No filing history on record for this holder in this stock. | ||||||