Lebenthal Global Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1845766
Hauppauge, NY
Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$388,129
+$3,410 QoQ
Shares Held
2,837
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,247
of 1,972 holders
Holding Since
Dec 2020
9 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, 2026Lebenthal Global Advisors, LLC holds $3,127,026 across 3 Utilities - Regulated Electric names. AEP ranks #3 (12.4% of the industry book) .
All Filings in AEP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,129 | 2,837 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $384,719 | 2,935 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $337,166 | 2,924 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $300,487 | 2,671 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $277,454 | 2,674 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $291,422 | 2,667 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $221,820 | 2,162 | Shares | Defined | 2024-10-28 | |
| 2022-12-31 | $201,198 | 2,119 | Shares | Sole | 2023-02-07 | |
| 2020-12-31 | $180,612 | 2,169 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||