Safeguard Investment Advisory Group, LLC
Position in AEP — American Electric Power Co Inc
CIK 1846711
Corona, CA
Position in AEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$372,260
+$28,700 QoQ
Shares Held
2,721
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,265
of 1,972 holders
Holding Since
Dec 2020
10 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, 2026Safeguard Investment Advisory Group, LLC holds $1,331,742 across 4 Utilities - Regulated Electric names. AEP ranks #2 (28.0% of the industry book) .
All Filings in AEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,260 | 2,721 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $343,560 | 2,621 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $314,565 | 2,728 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $299,362 | 2,661 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $256,494 | 2,472 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $266,072 | 2,435 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $222,643 | 2,414 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $237,416 | 2,314 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $203,293 | 2,317 | Shares | Sole | 2024-08-09 | |
| 2020-12-31 | $15,571 | 187 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||