Legacy Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1720969
PLYMOUTH MEETING, PA
Position in AEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$240,238
-$1,003,691 QoQ
Shares Held
1,756
-84.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,513
of 1,972 holders
Holding Since
Jun 2024
5 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, 2026Legacy Advisors, LLC holds $1,464,641 across 5 Utilities - Regulated Electric names. AEP ranks #4 (16.4% of the industry book) .
All Filings in AEP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,238 | 1,756 | Shares | Sole | 2026-07-24 | |
| 2025-03-31 | $1,243,929 | 11,384 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $656,862 | 7,122 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $730,819 | 7,123 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $627,253 | 7,149 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||