CREATIVE FINANCIAL DESIGNS INC /ADV
Position in AEP — American Electric Power Co Inc
CIK 819864
KOKOMO, IN
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$596,628
+$52,515 QoQ
Shares Held
4,361
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,032
of 1,968 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $7,128,978 across 25 Utilities - Regulated Electric names. AEP ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
29,843 | $3,777,526 | |
| 2 | NEE |
Nextera Energy Inc
|
10,983 | $963,977 | |
| 3 | ES |
Eversource Energy
|
8,852 | $639,734 | |
| 4 | AEP |
American Electric Power Co Inc
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|
4,361 | $596,628 | |
| 5 | ED |
Consolidated Edison Inc
|
3,268 | $361,538 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,643 | $191,853 | |
| 7 | SO |
Southern Co
|
1,685 | $161,271 | |
| 8 | FTS |
Fortis Inc.
|
2,369 | $135,577 |
All Filings in AEP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,628 | 4,361 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $544,113 | 4,151 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $436,102 | 3,782 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $358,312 | 3,185 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $330,579 | 3,186 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $326,280 | 2,986 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $264,884 | 2,872 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $291,178 | 2,838 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $238,477 | 2,718 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $189,075 | 2,196 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $94,377 | 1,162 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $59,047 | 785 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $66,097 | 785 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $71,427 | 785 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $84,030 | 885 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $81,695 | 945 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $84,906 | 885 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $79,217 | 794 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $69,218 | 778 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $63,158 | 778 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $65,811 | 778 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $65,896 | 778 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $64,784 | 778 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $30,893 | 378 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $30,103 | 378 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,998 | 100 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||