Global Assets Advisory, LLC
Position in AEP — American Electric Power Co Inc
CIK 1942932
ORLANDO, FL
Position in AEP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$204,257
+$11,963 QoQ
Shares Held
1,493
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,612
of 1,965 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Assets Advisory, LLC holds $1,162,346 across 3 Utilities - Regulated Electric names. AEP ranks #3 (17.6% 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 | $204,257 | 1,493 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $192,294 | 1,467 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $325,012 | 2,889 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $277,973 | 2,679 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $586,561 | 5,368 | Shares | Sole | 2025-04-23 | |
| 2024-03-31 | $1,285 | 108,660 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||