AlTi Global, Inc.

Position in AEP — American Electric Power Co Inc

CIK 1838615 NEW YORK, NY

Position in AEP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$538,209

+$41,154 QoQ

Shares Held

3,934

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,081

of 1,972 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Utilities · as of Jun 30, 2026

AlTi Global, Inc. holds $11,217,881 across 10 Utilities - Regulated Electric names. AEP ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	87,565	$6,519,214
2	NEE	Nextera Energy Inc	14,973	$1,314,179
3	ED	Consolidated Edison Inc	9,555	$1,057,068
4	AEP	American Electric Power Co Inc This page	3,934	$538,209
5	XEL	Xcel Energy Inc	5,893	$473,207
6	DUK	Duke Energy CORP	2,633	$333,284
7	PEG	Public Service Enterprise Group Inc	3,544	$287,630
8	ETR	Entergy Corp /De/	2,370	$272,217

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,209	3,934	+3.7%	Shares	Defined	2026-08-05
2026-03-31	$497,055	3,792	+5.6%	Shares	Defined	2026-05-07
2025-12-31	$414,193	3,592	-93.3%	Shares	Defined	2026-02-13
2025-09-30	$6,041,362	53,701	+0.2%	Shares	Defined	2025-11-06
2025-06-30	$5,559,253	53,578	+0.1%	Shares	Defined	2025-07-31
2025-03-31	$5,849,222	53,530	-34.0%	Shares	Defined	2025-05-15
2024-12-31	$7,483,357	81,138	-6.5%	Shares	Defined	2025-02-14
2024-09-30	$8,900,344	86,748	+64.8%	Shares	Defined	2024-11-14
2024-06-30	$4,617,667	52,629	-29.2%	Shares	Defined	2024-08-14
2024-03-31	$6,396,627	74,293	—	Shares	Defined	2024-05-15
No filing history on record for this holder in this stock.