Gladstone Institutional Advisory LLC
Position in AEP — American Electric Power Co Inc
CIK 1766530
Bedminster, NJ
Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$612,635
-$5,276 QoQ
Shares Held
4,478
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,020
of 1,968 holders
Holding Since
Jun 2021
21 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, 2026Gladstone Institutional Advisory LLC holds $12,814,890 across 16 Utilities - Regulated Electric names. AEP ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,757 | $4,103,861 | |
| 2 | SO |
Southern Co
|
23,803 | $2,278,185 | |
| 3 | LNT |
Alliant Energy Corp
|
13,529 | $1,032,127 | |
| 4 | DUK |
Duke Energy CORP
|
5,333 | $675,051 | |
| 5 | EXC |
Exelon Corp
|
13,935 | $649,649 | |
| 6 | AEP |
American Electric Power Co Inc
This page
|
4,478 | $612,635 | |
| 7 | DTE |
Dte Energy Co
|
3,876 | $590,586 | |
| 8 | PPL |
PPL Corp
|
15,423 | $560,626 |
All Filings in AEP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,635 | 4,478 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $617,911 | 4,714 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $538,151 | 4,667 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $591,975 | 5,262 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $542,664 | 5,230 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $609,726 | 5,580 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $503,299 | 5,457 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $549,628 | 5,357 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $843,005 | 9,608 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $720,140 | 8,364 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $724,644 | 8,922 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $416,117 | 5,532 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $398,518 | 4,733 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $473,966 | 5,209 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $584,132 | 6,152 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $379,774 | 4,393 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $464,157 | 4,838 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $461,735 | 4,628 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $434,974 | 4,889 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $453,471 | 5,586 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $291,074 | 3,441 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||