Position in AEP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$902,535
+$8,832 QoQ
Shares Held
6,597
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#878
of 1,972 holders
Holding Since
Jun 2022
17 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, 2026Secure Asset Management, LLC holds $4,649,471 across 6 Utilities - Regulated Electric names. AEP ranks #2 (19.4% of the industry book) .
All Filings in AEP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,535 | 6,597 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $893,703 | 6,818 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $817,086 | 7,086 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $753,750 | 6,700 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $752,778 | 7,255 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $719,761 | 6,587 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,205,772 | 23,916 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,005,419 | 19,546 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,523,868 | 17,368 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,433,823 | 16,653 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,315,601 | 16,198 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,199,307 | 15,944 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,671,454 | 19,851 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,695,780 | 18,637 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,598,483 | 16,835 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $486,194 | 5,624 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $419,833 | 4,376 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||