Provenance Wealth Advisors, LLC

Position in AEP — American Electric Power Co Inc

CIK 2081584 FORT LAUDERDALE, FL

Position in AEP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$80,033

+$4,007 QoQ

Shares Held

585

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,723

of 1,968 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Provenance Wealth Advisors, LLC holds $182,013 across 11 Utilities - Regulated Electric names. AEP ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	585	$80,033
2	NEE	Nextera Energy Inc	711	$62,404
3	DUK	Duke Energy CORP	181	$22,910
4	SO	Southern Co	38	$3,636
5	CNP	Centerpoint Energy Inc	64	$2,818
6	ES	Eversource Energy	38	$2,746
7	DTE	Dte Energy Co	16	$2,437
8	EXC	Exelon Corp	51	$2,377

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,033	585	+0.9%	Shares	Sole	2026-07-24
2026-03-31	$76,026	580	0.0%	Shares	Sole	2026-04-20
2025-12-31	$66,879	580	0.0%	Shares	Sole	2026-01-26
2025-09-30	$65,250	580	0.0%	Shares	Sole	2025-11-12
2025-06-30	$60,180	580	-67.6%	Shares	Sole	2025-08-15
2025-03-31	$195,593	1,790	-36.8%	Shares	Sole	2025-08-15
2024-12-31	$261,103	2,831	-76.7%	Shares	Sole	2025-08-15
2024-09-30	$1,244,845	12,133	-0.4%	Shares	Sole	2025-08-15
2024-06-30	$1,068,409	12,177	+0.5%	Shares	Sole	2025-08-15
2024-03-31	$1,043,273	12,117	+2.9%	Shares	Sole	2025-08-15
2023-12-31	$956,121	11,772	+3.2%	Shares	Sole	2025-08-15
2023-09-30	$858,034	11,407	—	Shares	Sole	2025-08-15
No filing history on record for this holder in this stock.