Global Trust Asset Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1729672
PALM BEACH GARDENS, FL
Position in AEP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$338,194
+$14,165 QoQ
Shares Held
2,472
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,326
of 1,972 holders
Holding Since
Mar 2022
3 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, 2026Global Trust Asset Management, LLC holds $7,150,494 across 10 Utilities - Regulated Electric names. AEP ranks #2 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
72,434 | $6,357,532 | |
| 2 | AEP |
American Electric Power Co Inc
This page
|
2,472 | $338,194 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
2,168 | $175,954 | |
| 4 | DUK |
Duke Energy CORP
|
1,295 | $163,921 | |
| 5 | SO |
Southern Co
|
663 | $63,455 | |
| 6 | LNT |
Alliant Energy Corp
|
500 | $38,145 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
37 | $4,320 | |
| 8 | AEE |
Ameren Corp
|
32 | $3,617 |
All Filings in AEP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,194 | 2,472 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $324,029 | 2,472 | Shares | Sole | 2026-04-23 | |
| 2022-03-31 | $119,724 | 1,200 | Shares | Sole | 2022-04-15 | |
| No filing history on record for this holder in this stock. | ||||||