MOODY LYNN LIEBERSON & WALKER, LLC

Position in AEP — American Electric Power Co Inc

CIK 938592 BOSTON, MA

Position in AEP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$11,718,323

+$7,480,769 QoQ

Shares Held

85,654

+165.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#282

of 1,972 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $29,524,057 across 7 Utilities - Regulated Electric names. AEP ranks #2 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	159,767	$15,291,299
2	AEP	American Electric Power Co Inc This page	85,654	$11,718,323
3	NEE	Nextera Energy Inc	7,902	$693,558
4	TXNM	Txnm Energy Inc	11,976	$679,997
5	WEC	Wec Energy Group, Inc.	4,032	$470,816
6	D	Dominion Energy, Inc	5,574	$380,648
7	PEG	Public Service Enterprise Group Inc	3,566	$289,416

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,718,323	85,654	+165.0%	Shares	Sole	2026-07-20
2026-03-31	$4,237,554	32,328	+1368.8%	Shares	Sole	2026-04-13
2025-12-31	$253,797	2,201	0.0%	Shares	Sole	2026-01-15
2025-09-30	$247,612	2,201	0.0%	Shares	Sole	2025-10-20
2025-06-30	$228,375	2,201	+1.8%	Shares	Sole	2025-07-17
2025-03-31	$236,241	2,162	0.0%	Shares	Sole	2025-04-28
2024-09-30	$221,821	2,162	-26.7%	Shares	Sole	2024-10-23
2023-06-30	$248,221	2,948	0.0%	Shares	Sole	2023-07-27
2023-03-31	$268,238	2,948	0.0%	Shares	Sole	2023-05-02
2022-12-31	$279,912	2,948	0.0%	Shares	Sole	2023-02-01
2022-09-30	$254,854	2,948	+31.2%	Shares	Sole	2022-10-26
2022-06-30	$215,577	2,247	0.0%	Shares	Sole	2022-07-28
2022-03-31	$224,183	2,247	0.0%	Shares	Sole	2022-04-27
2021-12-31	$199,915	2,247	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.