MB, LEVIS & ASSOCIATES, LLC

Position in AEP — American Electric Power Co Inc

CIK 2065807 CENTER VALLEY, PA

Position in AEP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,925

+$207 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,914

of 1,968 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MB, LEVIS & ASSOCIATES, LLC holds $921,051 across 8 Utilities - Regulated Electric names. AEP ranks #6 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	8,855	$777,203
2	PPL	PPL Corp	1,215	$44,165
3	SO	Southern Co	427	$40,868
4	DTE	Dte Energy Co	164	$24,988
5	XEL	Xcel Energy Inc	250	$20,075
6	AEP	American Electric Power Co Inc This page	36	$4,925
7	FE	Firstenergy Corp	93	$4,421
8	FTS	Fortis Inc.	77	$4,406

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,925	36	0.0%	Shares	Sole	2026-07-22
2026-03-31	$4,718	36	0.0%	Shares	Sole	2026-04-08
2025-12-31	$4,151	36	+2.9%	Shares	Sole	2026-01-14
2025-09-30	$3,937	35	0.0%	Shares	Sole	2025-10-15
2025-06-30	$3,631	35	0.0%	Shares	Sole	2025-07-29
2025-03-31	$3,824	35	+2.9%	Shares	Sole	2025-05-07
2024-12-31	$3,135	34	0.0%	Shares	Sole	2025-05-07
2024-09-30	$3,488	34	0.0%	Shares	Sole	2025-05-07
2024-06-30	$2,983	34	+3.0%	Shares	Sole	2025-05-07
2024-03-31	$2,841	33	0.0%	Shares	Sole	2025-05-07
2023-12-31	$2,680	33	0.0%	Shares	Sole	2025-05-07
2023-09-30	$2,482	33	+3.1%	Shares	Sole	2025-05-07
2023-06-30	$2,694	32	0.0%	Shares	Sole	2025-05-07
2023-03-31	$2,911	32	0.0%	Shares	Sole	2025-05-07
2022-12-31	$3,038	32	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.