55 North Private Wealth, LLC

Position in AEP — American Electric Power Co Inc

CIK 2106457 WINTER PARK, FL

Position in AEP

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$259,665

+$39,320 QoQ

Shares Held

1,898

+12.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,470

of 1,968 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

55 North Private Wealth, LLC holds $1,730,886 across 6 Utilities - Regulated Electric names. AEP ranks #5 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	3,903	$373,556
2	DUK	Duke Energy CORP	2,541	$321,639
3	NGG	National Grid PLC	3,421	$283,498
4	NEE	Nextera Energy Inc	3,160	$277,353
5	AEP	American Electric Power Co Inc This page	1,898	$259,665
6	ED	Consolidated Edison Inc	1,945	$215,175

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,665	1,898	+12.9%	Shares	Sole	2026-07-07
2026-03-31	$220,345	1,681	-34.9%	Shares	Sole	2026-04-17
2025-12-31	$297,845	2,583	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.