LGT Financial Advisors LLC

Position in AEP — American Electric Power Co Inc

CIK 1965191 DALLAS, TX

Position in AEP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$137,904

+$6,562 QoQ

Shares Held

1,008

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#1,666

of 1,972 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LGT Financial Advisors LLC holds $213,686 across 5 Utilities - Regulated Electric names. AEP ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc This page	1,008	$137,904
2	DUK	Duke Energy CORP	415	$52,530
3	LNT	Alliant Energy Corp	122	$9,307
4	XEL	Xcel Energy Inc	87	$6,986
5	IDA	Idacorp Inc	46	$6,959

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$137,904	1,008	+0.6%	Shares	Sole	2026-07-24
2026-03-31	$131,342	1,002	+0.5%	Shares	Sole	2026-04-28
2025-12-31	$114,964	997	+0.6%	Shares	Sole	2026-02-13
2025-09-30	$111,487	991	+0.7%	Shares	Sole	2025-11-17
2025-06-30	$102,098	984	+0.6%	Shares	Sole	2025-07-30
2025-03-31	$106,865	978	+0.6%	Shares	Sole	2025-05-08
2024-12-31	$89,647	972	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$98,904	964	+0.6%	Shares	Sole	2024-10-31
2024-06-30	$84,054	958	-59.7%	Shares	Sole	2024-08-05
2024-03-31	$204,657	2,377	+0.3%	Shares	Sole	2024-05-02
2023-12-31	$192,410	2,369	-1.6%	Shares	Sole	2024-02-12
2023-09-30	$181,054	2,407	-3.7%	Shares	Sole	2023-11-01
2023-06-30	$210,415	2,499	+0.2%	Shares	Sole	2023-08-14
2023-03-31	$226,838	2,493	-20.3%	Shares	Sole	2023-05-15
2022-12-31	$296,908	3,127	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.