Lloyd Advisory Services, LLC.

Position in AEP — American Electric Power Co Inc

CIK 1802474 SUWANEE, GA

Position in AEP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$13,681

-$39,013 QoQ

Shares Held

100

-75.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,871

of 1,972 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Lloyd Advisory Services, LLC. holds $1,310,451 across 21 Utilities - Regulated Electric names. AEP ranks #11 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	2,360	$298,728
2	FE	Firstenergy Corp	4,768	$226,670
3	WEC	Wec Energy Group, Inc.	1,616	$188,700
4	NGG	National Grid PLC	2,128	$176,347
5	PPL	PPL Corp	3,609	$131,187
6	SO	Southern Co	1,041	$99,634
7	XEL	Xcel Energy Inc	945	$75,883
8	ES	Eversource Energy	530	$38,303

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,681	100	-75.1%	Shares	Sole	2026-08-07
2026-03-31	$52,694	402	-54.8%	Shares	Sole	2026-05-13
2025-12-31	$102,510	889	-90.9%	Shares	Sole	2026-02-06
2024-03-31	$839,044	9,745	+215.1%	Shares	Sole	2024-04-12
2023-12-31	$251,213	3,093	+51.0%	Shares	Sole	2024-02-13
2022-03-31	$204,328	2,048	+1.4%	Shares	Other	2022-05-02
2021-12-31	$179,630	2,019	+1.6%	Shares	Other	2022-01-26
2021-09-30	$161,304	1,987	+3.9%	Shares	Other	2021-10-21
2021-06-30	$161,736	1,912	+26.0%	Shares	Other	2021-08-09
2021-03-31	$128,489	1,517	+17.8%	Shares	Other	2021-05-04
2020-12-31	$107,251	1,288	+24.2%	Shares	Other	2021-02-04
2020-09-30	$84,754	1,037	—	Shares	Other	2020-10-28
No filing history on record for this holder in this stock.