CALDWELL SUTTER CAPITAL, INC.

Position in AEP — American Electric Power Co Inc

CIK 702007 SAUSALITO, CA

Position in AEP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$310,421

+$7,365 QoQ

Shares Held

2,269

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,353

of 1,965 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $2,977,463 across 17 Utilities - Regulated Electric names. AEP ranks #5 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	6,068	$768,087
2	NEE	Nextera Energy Inc	5,775	$506,871
3	ED	Consolidated Edison Inc	3,843	$425,151
4	D	Dominion Energy, Inc	5,329	$363,917
5	AEP	American Electric Power Co Inc This page	2,269	$310,421
6	PCG	PG&E Corp	10,537	$177,232
7	SO	Southern Co	994	$95,135
8	EVRG	Evergy, Inc.	956	$82,627

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,421	2,269	-1.9%	Shares	Sole	2026-08-05
2026-03-31	$303,056	2,312	-2.4%	Shares	Sole	2026-05-06
2025-12-31	$273,054	2,368	+0.6%	Shares	Sole	2026-01-30
2025-09-30	$264,937	2,355	-0.5%	Shares	Sole	2025-10-29
2025-06-30	$245,703	2,368	-2.9%	Shares	Sole	2025-07-11
2025-03-31	$266,509	2,439	-2.7%	Shares	Sole	2025-04-16
2024-12-31	$231,220	2,507	+0.6%	Shares	Sole	2025-01-21
2024-09-30	$255,576	2,491	-1.8%	Shares	Sole	2024-10-25
2024-06-30	$222,508	2,536	+12.9%	Shares	Sole	2024-07-23
2024-03-31	$193,466	2,247	+12.6%	Shares	Sole	2024-04-19
2023-12-31	$162,033	1,995	+2.4%	Shares	Sole	2024-01-19
2023-09-30	$146,528	1,948	+34.7%	Shares	Sole	2023-10-25
2023-06-30	$121,753	1,446	+69.3%	Shares	Sole	2023-07-19
2023-03-31	$77,705	854	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.