SIERRA SUMMIT ADVISORS LLC
Position in AEP — American Electric Power Co Inc
CIK 2012614
INCLINE VILLAGE, NV
Position in AEP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,102,551
+$55,878 QoQ
Shares Held
8,059
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#818
of 1,972 holders
Holding Since
Dec 2023
11 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, 2026SIERRA SUMMIT ADVISORS LLC holds $5,562,432 across 4 Utilities - Regulated Electric names. AEP ranks #3 (19.8% of the industry book) .
All Filings in AEP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,551 | 8,059 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,046,673 | 7,985 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $867,131 | 7,520 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $828,562 | 7,365 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $753,505 | 7,262 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $808,925 | 7,403 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $683,147 | 7,407 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $683,110 | 6,658 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $431,505 | 4,918 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $358,434 | 4,163 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $475,218 | 5,851 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||