LFA - Lugano Financial Advisors SA
Position in AEP — American Electric Power Co Inc
CIK 1737871
LUGANO, V8
Position in AEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$193,175
+$8,091 QoQ
Shares Held
1,412
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,635
of 1,972 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LFA - Lugano Financial Advisors SA holds $247,306 across 5 Utilities - Regulated Electric names. AEP ranks #1 (78.1% of the industry book) .
All Filings in AEP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,175 | 1,412 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $185,084 | 1,412 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $162,817 | 1,412 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $158,850 | 1,412 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $137,170 | 1,322 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $81,624 | 747 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $120,636 | 1,308 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $134,200 | 1,308 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $98,707 | 1,125 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $96,862 | 1,125 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,477 | 129 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||