INDEPENDENT FINANCIAL GROUP, LLC
Position in AEP — American Electric Power Co Inc
CIK 275484
SAN DIEGO, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$802,664
+$44,760 QoQ
Shares Held
5,867
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#914
of 1,965 holders
Holding Since
Dec 2020
23 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $9,350,839 across 15 Utilities - Regulated Electric names. AEP ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,478 | $2,762,824 | |
| 2 | DUK |
Duke Energy CORP
|
11,565 | $1,463,897 | |
| 3 | AEP |
American Electric Power Co Inc
This page
|
5,867 | $802,664 | |
| 4 | EXC |
Exelon Corp
|
13,283 | $619,253 | |
| 5 | SO |
Southern Co
|
6,125 | $586,223 | |
| 6 | ED |
Consolidated Edison Inc
|
4,938 | $546,290 | |
| 7 | AEE |
Ameren Corp
|
3,418 | $386,370 | |
| 8 | DTE |
Dte Energy Co
|
2,494 | $380,010 |
All Filings in AEP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,664 | 5,867 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $757,904 | 5,782 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $513,706 | 4,455 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $481,275 | 4,278 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $442,017 | 4,260 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $489,638 | 4,481 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $369,657 | 4,008 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $438,204 | 4,271 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $377,896 | 4,307 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $375,568 | 4,362 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $416,577 | 5,129 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $337,813 | 4,491 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $457,963 | 5,439 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $741,477 | 8,149 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $945,037 | 9,953 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $745,977 | 8,629 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $818,176 | 8,528 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $361,965 | 3,628 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $407,215 | 4,577 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $401,110 | 4,941 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $415,336 | 4,910 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $377,677 | 4,459 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $237,236 | 2,849 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||