High Net Worth Advisory Group LLC
Position in AEP — American Electric Power Co Inc
CIK 1919142
NAPLES, FL
Position in AEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$663,938
+$8,145 QoQ
Shares Held
4,853
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#988
of 1,972 holders
Holding Since
Dec 2021
19 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, 2026High Net Worth Advisory Group LLC holds $3,857,749 across 5 Utilities - Regulated Electric names. AEP ranks #4 (17.2% of the industry book) .
All Filings in AEP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,938 | 4,853 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $655,793 | 5,003 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $576,895 | 5,003 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $562,837 | 5,003 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $514,960 | 4,963 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $542,307 | 4,963 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $487,251 | 5,283 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $665,155 | 6,483 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $568,818 | 6,483 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $411,127 | 4,775 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $468,314 | 5,766 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $416,417 | 5,536 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $462,342 | 5,491 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $470,054 | 5,166 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $404,581 | 4,261 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $208,430 | 2,411 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $231,311 | 2,411 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $240,545 | 2,411 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $214,506 | 2,411 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||