Glass Jacobson Investment Advisors llc
Position in AEP — American Electric Power Co Inc
CIK 1964394
OWINGS MILLS, MD
Position in AEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$280,323
+$11,741 QoQ
Shares Held
2,049
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,419
of 1,972 holders
Holding Since
Dec 2022
14 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, 2026Glass Jacobson Investment Advisors llc holds $512,047 across 4 Utilities - Regulated Electric names. AEP ranks #1 (54.7% of the industry book) .
All Filings in AEP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,323 | 2,049 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $268,582 | 2,049 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $236,270 | 2,049 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $230,512 | 2,049 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $212,604 | 2,049 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $256,347 | 2,346 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $216,371 | 2,346 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $238,237 | 2,322 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $203,732 | 2,322 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $199,924 | 2,322 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $188,592 | 2,322 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $174,886 | 2,325 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $195,849 | 2,326 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $220,853 | 2,326 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||