ALTFEST L J & CO INC

Position in AEP — American Electric Power Co Inc

CIK 712050 NEW YORK, NY

Position in AEP

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

Position Value

$1,461,541

+$1,118,898 QoQ

Shares Held

10,683

+308.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#726

of 1,968 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ALTFEST L J & CO INC holds $5,260,511 across 7 Utilities - Regulated Electric names. AEP ranks #1 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	10,683	$1,461,541
2	EVRG	Evergy, Inc.	9,584	$828,345
3	LNT	Alliant Energy Corp	9,923	$757,025
4	CMS	Cms Energy Corp	8,993	$687,964
5	DTE	Dte Energy Co	4,316	$657,628
6	ED	Consolidated Edison Inc	4,145	$458,561
7	SO	Southern Co	4,278	$409,447

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,461,541	10,683	+308.7%	Shares	Sole	2026-07-30
2026-03-31	$342,643	2,614	-0.3%	Shares	Sole	2026-04-28
2025-12-31	$302,342	2,622	-0.1%	Shares	Sole	2026-01-23
2025-09-30	$295,312	2,625	-3.4%	Shares	Sole	2025-10-21
2025-06-30	$282,019	2,718	-71.4%	Shares	Sole	2025-08-08
2025-03-31	$1,038,392	9,503	+12.4%	Shares	Sole	2025-05-09
2024-12-31	$779,896	8,456	-27.4%	Shares	Sole	2025-02-07
2024-09-30	$1,194,777	11,645	+410.3%	Shares	Sole	2024-11-05
2023-03-31	$207,639	2,282	0.0%	Shares	Sole	2023-04-20
2022-12-31	$216,675	2,282	0.0%	Shares	Sole	2023-02-02
2022-06-30	$218,935	2,282	0.0%	Shares	Sole	2022-08-04
2022-03-31	$227,675	2,282	-1.6%	Shares	Sole	2022-05-02
2021-12-31	$206,410	2,320	-41.7%	Shares	Sole	2022-01-24
2020-03-31	$318,240	3,979	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.