WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in AEP — American Electric Power Co Inc

CIK 752365 SOUTH BEND, IN

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Position in AEP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,197,771

+$71,270 QoQ

Shares Held

8,755

+1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#789

of 1,972 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AEP Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $4,539,957 across 4 Utilities - Regulated Electric names. AEP ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	21,363	$1,875,030
2	AEP	American Electric Power Co Inc This page	8,755	$1,197,771
3	SO	Southern Co	10,330	$988,684
4	DUK	Duke Energy CORP	3,780	$478,472

All Filings in AEP

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22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,197,771	8,755	+1.9%	Shares	Sole	2026-08-12
2026-03-31	$1,126,501	8,594	-0.9%	Shares	Sole	2026-05-11
2025-12-31	$999,622	8,669	+8.1%	Shares	Sole	2026-02-11
2025-09-30	$902,362	8,021	-5.1%	Shares	Sole	2025-11-13
2025-06-30	$877,394	8,456	+0.5%	Shares	Sole	2025-08-11
2025-03-31	$919,507	8,415	+2.2%	Shares	Sole	2025-04-21
2024-12-31	$759,145	8,231	+0.7%	Shares	Sole	2025-01-29
2024-09-30	$838,652	8,174	+5.6%	Shares	Sole	2024-10-25
2024-06-30	$679,195	7,741	+203.6%	Shares	Sole	2024-07-15
2024-03-31	$219,555	2,550	-7.3%	Shares	Sole	2024-04-30
2023-12-31	$223,355	2,750	-1.0%	Shares	Sole	2024-01-25
2023-09-30	$208,961	2,778	0.0%	Shares	Sole	2023-10-20
2023-06-30	$233,907	2,778	0.0%	Shares	Sole	2023-07-28
2023-03-31	$252,770	2,778	-11.5%	Shares	Sole	2023-04-26
2022-12-31	$298,048	3,139	+45.4%	Shares	Sole	2023-01-30
2022-03-31	$215,403	2,159	-25.7%	Shares	Sole	2022-04-29
2021-09-30	$235,990	2,907	+0.0%	Shares	Sole	2021-10-18
2021-06-30	$245,818	2,906	+0.0%	Shares	Sole	2021-07-13
2021-03-31	$246,053	2,905	-3.3%	Shares	Sole	2021-04-30
2020-12-31	$250,143	3,004	+3.5%	Shares	Sole	2021-01-28
2020-09-30	$237,262	2,903	+0.0%	Shares	Sole	2020-10-27
2020-06-30	$231,115	2,902	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.