Quantum Financial Advisors, LLC
Position in AEP — American Electric Power Co Inc
CIK 1929139
SANTA MONICA, CA
Position in AEP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$267,600
+$6,227 QoQ
Shares Held
1,956
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,455
of 1,972 holders
Holding Since
Mar 2025
6 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, 2026Quantum Financial Advisors, LLC holds $894,175 across 3 Utilities - Regulated Electric names. AEP ranks #2 (29.9% of the industry book) .
All Filings in AEP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,600 | 1,956 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $261,373 | 1,994 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $229,928 | 1,994 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $219,375 | 1,950 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $202,332 | 1,950 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $210,235 | 1,924 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||