Barry Investment Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1631639
NEW BEDFORD, MA
Position in AEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$660,655
-$35,248 QoQ
Shares Held
4,829
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#993
of 1,972 holders
Holding Since
Sep 2021
20 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, 2026Barry Investment Advisors, LLC holds $1,354,856 across 2 Utilities - Regulated Electric names. AEP ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
8,377 | $694,201 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
4,829 | $660,655 |
All Filings in AEP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,655 | 4,829 | Shares | Other | 2026-07-09 | |
| 2026-03-31 | $695,903 | 5,309 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $615,870 | 5,341 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $598,275 | 5,318 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $550,446 | 5,305 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $490,075 | 4,485 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $416,141 | 4,512 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $487,247 | 4,749 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $422,117 | 4,811 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $415,776 | 4,829 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $398,871 | 4,911 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $409,723 | 5,447 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $476,656 | 5,661 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $492,346 | 5,411 | Shares | Other | 2023-04-28 | |
| 2022-12-31 | $509,026 | 5,361 | Shares | Other | 2023-01-26 | |
| 2022-09-30 | $464,582 | 5,374 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $560,001 | 5,837 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $581,659 | 5,830 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $368,246 | 4,139 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $230,875 | 2,844 | Shares | Other | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||