Beacon Financial Strategies CORP
Position in AEP — American Electric Power Co Inc
CIK 2084239
RALEIGH, NC
Position in AEP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$37,622
+$1,575 QoQ
Shares Held
275
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,796
of 1,968 holders
Holding Since
Dec 2025
3 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, 2026Beacon Financial Strategies CORP holds $409,307 across 6 Utilities - Regulated Electric names. AEP ranks #3 (9.2% of the industry book) .
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,622 | 275 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $36,047 | 275 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $31,710 | 275 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||